Investment Consultant

Responsibilities

• Serve on institutional client teams, creating and reviewing recurring client reports.
• Build long-term client relationships by demonstrating credibility through a thorough understanding of our workflows.
• Contribute to recurring client calls and quarterly investment review calls, covering investment strategies and the market environment.
• Lead the completion of ad-hoc requests from our sales team, interacting with prospective and existing institutional clients.
• Participate in additional client projects.
• Investment due diligence:
• Develop a deep understanding of the team’s investment methodology.
• Conduct in-depth quantitative and qualitative investment research of mutual funds, collective investment trusts, and other investment types commonly used for retirement investing.
• Learn and independently use reporting and research tools.
• Stay current on market events and industry trends.
• Play a meaningful role in the quarterly reporting cycle by developing a thorough understanding of internal systems and processes.
• Collaborate with others on the Investment Consulting team and the Technology team to test new systems and enhancements.
• Manage ad-hoc projects and contribute to team initiatives.

Requirements

• Bachelor’s or Master’s degree in finance, economics, mathematics, statistics, or a related field.
• CFA designation or progress towards CFA designation preferred.
• 1 - 5 years’ experience in investment consulting, retirement planning, or a related investment field (internship counts).
• Compensation is variable and commensurate with education level and experience.
• Strong attention to detail, ability to meet deadlines, and proficiency in handling large data sets independently and accurately.
• Demonstrated passion, intellectual curiosity, and a collaborative, positive attitude.
• Able to take direction and proactively follow through on tasks.
• Intermediate to advanced Excel skills required; familiarity with investment databases (e.g., Morningstar Direct) preferred but not required.
• Excellent organizational, time management, prioritization, research, and collaboration skills, with the ability to process information quickly.
• Series 7 and 66 Licenses required within one year of start date.
• Able to work onsite at our Chicago office, which adheres to a hybrid schedule.

Pay

The anticipated hiring base salary for the role will be between $70,000 and $120,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which also provides the opportunity for a performance-based bonus and the Mesirow benefit program.

Benefits

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.