Investment Consultant

Mesirow is an independent financial services firm founded in 1937, headquartered in Chicago. The Investment Consultant will conduct investment research and data analysis, collaborate with senior leadership, and provide exceptional service to institutional clients, focusing on building a strong foundation in reporting and technology systems.ResponsibilitiesServe on institutional client teams, creating and reviewing recurring client reportsBuild long-term client relationships by demonstrating credibility through a thorough understanding of our workflowsContribute to recurring client calls and quarterly investment review calls, covering investment strategies and the market environmentLead the completion of ad-hoc requests from our sales team, interacting with prospective and existing institutional clientsParticipate in additional client projectsDevelop a deep understanding of the team’s investment methodologyConduct in-depth quantitative and qualitative investment research of mutual funds, collective investment trusts, and other investment types commonly used for retirement investingLearn and independently use reporting and research toolsStay current on market events and industry trendsPlay a meaningful role in the quarterly reporting cycle by developing a thorough understanding of internal systems and processesCollaborate with others on the Investment Consulting team and the Technology team to test new systems and enhancementsManage ad-hoc projects and contribute to team initiativesSkillsBachelor's or Master's degree in finance, economics, mathematics, statistics, or a related field1 - 5 years' experience in investment consulting, retirement planning, or a related investment field (internship counts)Strong attention to detail, ability to meet deadlines, and proficiency in handling large data sets independently and accuratelyDemonstrated passion, intellectual curiosity, and a collaborative, positive attitudeAbility to take direction and proactively follow through on tasksIntermediate to advanced Excel skills requiredExcellent organizational, time management, prioritization, research, and collaboration skills, with the ability to process information quicklySeries 7 and 66 Licenses required within one year of start dateAbility to work onsite at our Chicago office, which adheres to a hybrid scheduleCFA designation or progress towards CFA designation preferredFamiliarity with investment databases (e.g., Morningstar Direct) preferred but not requiredBenefitsPerformance based bonusMesirow benefit programCompany OverviewMesirow is an independent, employee-owned financial services firm. It was founded in 1937, and is headquartered in Chicago, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://www.mesirow.com.



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