Associate Consultant

Bolton’s Investment Consulting Group (ICG) seeks an Associate Consultant to support the delivery of high-quality investment consulting services to a diverse client base. This exempt role reports to a Vice President and offers a collaborative, professional environment with opportunities for continued growth and development.

About the role

The Associate Consultant is a key member of the ICG team, managing day-to-day client activities, participating in client meetings, and supporting investment-related projects under the direction of a primary consultant. The role develops into the lead on select client relationships and contributes to business development efforts, delivering thoughtful, data-driven investment solutions.

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.
• Coordinate with internal teams to support ongoing client service and project execution.
• Participate in investment-related projects, 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.
• Contribute to business development by preparing proposals, presentations, and participating in prospect meetings.
• 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

• Series 65 license (required).
• 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.
• Pursuit of CFA, CAIA, or MBA (preferred).
• Prior experience in an investment consulting or advisory firm environment (preferred).
• Experience working directly with institutional clients (preferred).
• Ability to travel up to 15% for client meetings, business development, and firm initiatives.

Benefits

• Family health, vision, and dental benefits.
• Employer-paid disability and life insurance benefits.
• 401(k) plan with match after 6 months of employment.
• Vacation and sick leave.
• Paid holidays.
• Hybrid telework arrangements.
• Monthly fitness stipends.

Pay

$105,000 – $135,000 per year.