Associate Consultant

Bolton Health Actuarial•Towson, MD

3d•$105,000 - $135,000•Hybrid

About The Position

The Associate Consultant is a key member of Bolton’s Investment Consulting Group, supporting the delivery of high-quality investment consulting services to a diverse client base. This role is responsible for managing day-to-day client activities, participating in client meetings, and supporting investment-related projects, while working with the direction of a primary consultant. The person in this role will develop into the lead on select client relationships. The Associate Consultant also contributes to business development efforts and collaborates closely with ICG team members to deliver thoughtful, data-driven investment solutions. This role is ideal for an experienced investment professional who brings strong technical expertise, client service skills, and a desire to continue growing within a consulting environment.

Requirements

Series 65 license
Minimum of 7 years of relevant investment, consulting, or financial services experience
Strong analytical, organizational, and communication skills
Ability to manage multiple priorities in a client-focused, deadline-driven environment

Nice To Haves

Pursuit of CFA, CAIA, or MBA
Prior experience in an investment consulting or advisory firm environment
Experience working directly with institutional clients

Responsibilities

Manage day-to-day tasks for assigned clients, ensuring timely execution of deliverables and responsiveness to client needs
Attend client meetings and participate in discussions, working alongside lead consultants
Prepare and review client materials, analyses, reports, and presentations related to investment strategy, performance, and monitoring
Coordinate with internal teams to support ongoing client service and project execution
Participate in investment-related projects within the Investment Consulting Group, including research, analysis, and special initiatives
Support portfolio analysis, performance monitoring, manager evaluations, and investment strategy development
Stay current on capital markets, investment products, and industry trends to inform client recommendations and internal discussions
Support the firm’s efforts to attract new clients by contributing to proposals, presentations, and other business development activities
Participate in prospect meetings and internal strategy discussions related to new business opportunities
Collaborate effectively with consultants, analysts, and other ICG team members
Contribute to knowledge sharing, process improvement, and best practices within the Investment Consulting Group