connect searchChicago, IL
Investment Consultant
Investment Consultant
Investment Consultant
connect searchChicago, IL
4 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Location: Chicago, IL
Work Arrangement: Hybrid, 3 days per week
Experience: ~3–5 years
The Opportunity:
A well-established investment firm is seeking an Investment Consultant to join a growing fiduciary and retirement solutions team. This role combines investment research, data analysis, client support and project execution. It is a strong fit for someone who enjoys evaluating investments but also wants broad ownership across reporting, recurring processes and client deliverables.
What You’ll Do:
- 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
- What We’re Looking For3–5 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 deliveryCFA progress is a plus, but not required
- Why Consider It?
- Broad exposure across investments, data and client relationships
- Small team with meaningful ownership and visibility
- Opportunity to grow into relationship management and project leadership
- Clear long-term advancement path
- Strong platform for someone looking to build a career in investment consulting
Also on the board Same function, level within a rung
Level
Senior
Location
Chicago, IL
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
4 days ago