Investment Consultant - Data-Driven, Client-Focused (Hybrid)

Mesirow; Chicago (IL); Hybrid; USD 70,000 - 120,000; Full time

Job summary

Mesirow Fiduciary Solutions seeks a motivated Investment Consultant in Chicago to support institutional clients through rigorous investment research, reporting, and engagements. You will start by building expertise in our reporting and due diligence processes, and progressively handle client-facing work and project leadership.

The role requires 1–5 years of experience, a finance-related degree, and CFA progression. Hybrid work arrangements apply, with on-site time at our Chicago headquarters.

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, retirement planning, or a related field.

Responsibilities

• Serve on institutional client teams, creating and reviewing recurring client reports.
• Build long-term client relationships by understanding workflows.
• Lead quarterly investment review calls, covering strategies and markets.
• Lead ad-hoc requests from the sales team for institutional clients.
• Develop understanding of the team’s investment methodology.
• Conduct quantitative and qualitative investment research of funds and retirement investments.
• Learn and independently use reporting and research tools.
• Stay current on market events and industry trends.
• Provide support in quarterly reporting cycles and system testing with Technology.

Skills

Attention to detail

Time management

Analytical thinking

Communication

Collaboration

Education

Bachelor’s or Master’s degree in finance, economics, mathematics, statistics, or a related field

CFA designation or progress towards CFA

Tools

Morningstar Direct

Excel

Job description

Mesirow Fiduciary Solutions seeks a motivated Investment Consultant in Chicago to support institutional clients through rigorous investment research, reporting, and engagements. You will start by building expertise in our reporting and due diligence processes, and progressively handle client-facing work and project leadership.

The role requires 1–5 years of experience, a finance-related degree, and CFA progression. Hybrid work arrangements apply, with on-site time at our Chicago headquarters.