Investment Consultant
Mesirow is an independent, employee-owned financial services firm founded in 1937. The firm is seeking a highly motivated Investment Consultant to conduct in-depth investment research, collaborate with institutional clients, and deliver exceptional service. The role involves building client relationships, managing projects, and contributing to investment due diligence.
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
- 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
Skills
- Bachelor's or Master's degree in finance, economics, mathematics, statistics, or a related field
- 1 - 5 years' experience in investment consulting, retirement planning, or a related investment field (internship counts)
- 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
- Excellent organizational, time management, prioritization, research, and collaboration skills, with the ability to process information quickly
- Series 7 and 66 Licenses required within one year of start date
- Ability to work onsite at our Chicago office, which adheres to a hybrid schedule
- CFA designation or progress towards CFA designation preferred
- Familiarity with investment databases (e.g., Morningstar Direct) preferred but not required
Benefits
- Performance based bonus
- Mesirow benefit program
Company Overview