Investment Consultant: Lead Client Relationships & Analysis

Connect Search, LLC; Chicago (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Connect Search, LLC in Chicago is seeking an Investment Consultant to join a fiduciary and retirement solutions team. You will engage in investment research, data analysis, client support and project execution, with growing ownership across reporting and client deliverables.

The role emphasizes investment evaluation while expanding responsibility for client relationships and project leadership over time, collaborating with technology and operations teams for data and reporting improvements.

Qualifications

• 3–5 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 delivery.
• CFA progress is a plus, but not required.

Responsibilities

• 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.

Skills

Investment analysis

Client communication

Project management

Data analysis

Excel

Education

CFA progress

Job description

Connect Search, LLC in Chicago is seeking an Investment Consultant to join a fiduciary and retirement solutions team. You will engage in investment research, data analysis, client support and project execution, with growing ownership across reporting and client deliverables.

The role emphasizes investment evaluation while expanding responsibility for client relationships and project leadership over time, collaborating with technology and operations teams for data and reporting improvements.