Investment Consultant

Mesirow Financial Holdings, Inc.; Chicago (IL); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Benefits program

Job summary

Mesirow Financial Holdings, Inc. is seeking an Investment Consultant for our Chicago headquarters. The role focuses on investment research, data analysis, and client reporting within fiduciary services.

You will collaborate with peers and leadership, build client relationships, and contribute to quarterly investment reviews while developing expertise in our reporting tools and methodologies.

Qualifications

• 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 or related field; internships count.
• Strong attention to detail, deadlines, and large data handling.
• Collaborative, curious, proactive and able to follow directions.

Responsibilities

• Serve on institutional client teams, creating and reviewing recurring client reports.
• Build long-term client relationships by understanding workflows.
• Contribute to recurring client calls and quarterly reviews on strategies and markets.
• Lead ad-hoc requests from the sales team with clients.
• Participate in additional client projects and testing of new systems.

Skills

Excel proficiency

Data analysis

Attention to detail

Collaboration

Time management

Education

Bachelor’s or Master’s degree in finance/economics/math/statistics

Tools

Morningstar Direct

Job description

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms.

The Mesirow Fiduciary Solutions division provides fiduciary partnership, investment management, asset allocation, and guaranteed retirement income product allocation services to institutional clients in the financial services industry, primarily in the defined contribution space.

Mesirow Fiduciary Solutions division is seeking a highly motivated, detail-oriented Investment Consultant to join our team in our Chicago headquarters. The ideal candidate thrives in a fast-paced, dynamic environment and is eager to develop a broad skill set. In this role, the Investment Consultant will conduct in-depth investment research and data analysis, collaborate with peers and senior leadership, and deliver exceptional service to our institutional clients. At the outset, the Investment Consultant will focus on building a strong foundation in our reporting and technology systems, as well as our due diligence process, through rigorous on‑the‑job learning. As proficiency develops and the Consultant demonstrates the ability to manage projects independently with minimal oversight, responsibilities will expand to include greater client‑facing engagement and opportunities for project leadership.

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.
• 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.

Other

• 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.
• Ability 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 7and 66 Licenses required within one year of start date.

Ability to work onsite at our Chicago office, which adheres to a hybrid schedule.

In accordance with the Illinois Pay Transparency Law, 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 theMesirow benefit program .

Equal Opportunity Employer

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.