Associate Consultant

Key Responsibilities

• Manage day-to-day tasks for assigned clients, ensuring timely execution of deliverables and responsiveness to client needs
• Attend client meetings and participate in discussions, working alongside lead consultants
• Prepare and review client materials, analyses, reports, and presentations related to investment strategy, performance, and monitoring
• Cook up and coordinate with internal teams to support ongoing client service and project execution
• Investment & Project Work
• Participate in investment-related projects within the Investment Consulting Group, including research, analysis, and special initiatives
• Support portfolio analysis, performance monitoring, manager evaluations, and investment strategy development
• Stay current on capital markets, investment products, and industry trends to inform client recommendations and internal discussions
• Business Development
• Support the firm’s efforts to attract new clients by contributing to proposals, presentations, and other business development activities
• Contribute to knowledge sharing, process improvement, and best practices within the Investment Consulting Group
• Collaboration & Professional Contribution
• Collaborate effectively with consultants, analysts, and other ICG team members
• Contribute to knowledge sharing, process improvement, and best practices within the Investment Consulting Group

Requirements

• Required Series 65 license
• Minimum of 7 years of relevant investment, consulting, or financial services experience
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities in a client-focused, deadline-driven environment

Preferred

• Pursuit of CFA, CAIA, or MBA
• Experience working directly with institutional clients

Additional Information

Bolton offers a collaborative, professional environment with opportunities for continued growth and development within the Investment Consulting Group. This role provides exposure to a wide range of clients, investment strategies, and consulting initiatives while supporting long-term career progression within the firm.

Our firm offers a collegial work environment, opportunities for professional growth, and a generous benefits package, including family health, vision, and dental benefits; employer-paid disability and life insurance benefits; a 401(k) plan with match after 6 months of employment; vacation and sick leave; paid holidays; hybrid telework arrangements; and monthly fitness stipends.

Equal Opportunity Employer Statement

Bolton is committed to equal employment opportunity and fostering a diverse, inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristic.