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Investment Consultant

connect searchChicago, IL

4 days ago

Occupations

Financial and Investment AnalystsPersonal Financial AdvisorsFinancial Risk Specialists

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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About the role

Location: Chicago, IL
Work Arrangement: Hybrid, 3 days per week
Experience: ~3–5 years
The Opportunity: A well-established investment firm is seeking an Investment Consultant to join a growing fiduciary and retirement solutions team. This role combines investment research, data analysis, client support and project execution. It is a strong fit for someone who enjoys evaluating investments but also wants broad ownership across reporting, recurring processes and client deliverables.
What You’ll Do:
  • Conduct investment due diligence on mutual funds and collective investment vehicles
  • Support investment selection and ongoing monitoring
  • Analyze investment and retirement plan data and investigate discrepancies
  • Review reports and client materials for accuracy and consistency
  • Manage recurring monthly and quarterly workflows and deadlines
  • Partner with technology and operations teams on data, reporting and issue resolution
  • Communicate directly with clients and support project execution
  • Take on increasing responsibility for client relationships and project leadership over time
  • What We’re Looking For3–5 years of experience in investment consulting, retirement plan services, investment research or a related role
  • Strong analytical skills and attention to detail
  • Advanced comfort with Excel and large datasets
  • Ability to investigate issues independently and follow work through to completion
  • Strong organizational, communication and project management skills
  • Interest in both investment analysis and the operational execution behind client deliveryCFA progress is a plus, but not required
  • Why Consider It?
  • Broad exposure across investments, data and client relationships
  • Small team with meaningful ownership and visibility
  • Opportunity to grow into relationship management and project leadership
  • Clear long-term advancement path
  • Strong platform for someone looking to build a career in investment consulting

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JOB OVERVIEW

Experience level

Senior

Location

Chicago, IL

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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