Consultant

About the role

Consultants serve as trusted strategic advisors to institutional clients, providing guidance on investment policy, asset allocation, portfolio construction, manager selection, implementation, and performance evaluation. The role combines investment expertise, analytical judgment, relationship management, and team leadership. Consultants are responsible for delivering high-quality advice tailored to each client’s objectives while supporting the firm’s broader client-service and business goals.

Responsibilities

• Serve as the primary investment advisor for a portfolio of institutional clients, developing a thorough understanding of each client’s objectives, governance structure, risk tolerance, and organizational priorities.
• Lead client relationships and coordinate the broader client team, ensuring that meetings, recommendations, deliverables, and follow-up items are completed accurately and on time.
• Develop and present investment policies, asset-allocation recommendations, portfolio-construction analyses, and implementation strategies.
• Partner with research teams to coordinate investment manager searches, due diligence, selection, and ongoing monitoring across a range of asset classes.
• Communicate complex investment concepts effectively to investment committees, boards, trustees, staff, and other stakeholders.
• Contribute to the firm’s business-development and client-retention efforts, including proposals, prospect meetings, finals presentations, and other growth initiatives.
• Represent the firm at client meetings, conferences, and industry events.
• Participate in firm committees, strategic initiatives, training programs, and efforts to strengthen service quality and operational effectiveness.
• Utilize Meketa-approved technology (including AI), software, and related tools as part of daily work activities to improve quality and efficiency, support decision-making, and enhance deliverables, consistent with company policies and role requirements.

Qualifications

• Minimum of 8 years of experience in investment consulting or related financial services.
• Advanced degree (MBA, MA/MS, or PhD) preferred.
• Strong understanding of asset allocation, portfolio construction, and investment manager evaluation.
• Exceptional analytical, writing, and presentation skills.
• Proven ability to manage multiple client relationships and deliver strategic insights.
• Commitment to professionalism, integrity, and continuous improvement.
• Willingness to travel up to 30% of the time.

About the company

Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London. Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved.

Benefits

Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.