Institutional Investment Solutions Consultant

Highland Consulting Associates, Inc.; Westlake (OH); On-site; USD 95,000 - 135,000; Full time

Job summary

Highland Consulting Associates, Inc. seeks an investment consultant to join our team, delivering comprehensive institutional investment solutions for Endowments & Foundations.

You will translate complex concepts into clear, actionable recommendations to help clients achieve objectives. The role emphasizes client relationship management, investment policy statements, and manager research across defined contribution and defined benefit plans.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• Strong analytical and communication skills with ability to explain complex concepts clearly.
• Experience in investment consulting or wealth management.
• Proficiency in Excel and PowerPoint; experience with CRM desired.
• CFA/CPA/CFP/CEBS designation or progress toward is preferred.

Responsibilities

• Serve as the primary contact for institutional clients, delivering and coordinating all aspects of the client relationship.
• Prepare client deliverables including quarterly reports, investment policy statements, and benchmarking studies.
• Conduct investment manager research and due diligence to support client recommendations.
• Monitor client portfolios and provide ongoing guidance on asset allocation and plan design.

Skills

Communication skills

Analytical thinking

Presentation skills

Client relationship management

Team collaboration

Education

Bachelor’s degree in Finance/ Economics or related field

CFA/CPA/CFP/CEBS preferred

Tools

Microsoft Excel

PowerPoint

CRM software

Job description

Highland Consulting Associates, Inc. seeks an investment consultant to join our team, delivering comprehensive institutional investment solutions for Endowments & Foundations.

You will translate complex concepts into clear, actionable recommendations to help clients achieve objectives. The role emphasizes client relationship management, investment policy statements, and manager research across defined contribution and defined benefit plans.