Consultant

Meketa•Portland, OR

8h•$150,000 - $250,000

About The Position

Consultants serve as trusted strategic advisors to institutional clients, providing guidance on investment policy, asset allocation, portfolio construction, manager selection, implementation, and performance evaluation. The role combines investment expertise, analytical judgment, relationship management, and team leadership. Consultants deliver high-quality advice tailored to each client’s objectives while supporting the firm’s broader client-service and business goals.

Requirements

Minimum of 8 years of experience in investment consulting or related financial services.
Strong understanding of asset allocation, portfolio construction, and investment manager evaluation.
Exceptional analytical, writing, and presentation skills.
Proven ability to manage multiple client relationships and deliver strategic insights.
Commitment to professionalism, integrity, and continuous improvement.
Willingness to travel up to 30% of the time.

Nice To Haves

Advanced degree (MBA, MA/MS, or PhD).

Responsibilities

Serve as the primary investment advisor for a portfolio of institutional clients, developing a thorough understanding of each client’s objectives, governance structure, risk tolerance, and organizational priorities.
Lead client relationships and coordinate the broader client team, ensuring meetings, recommendations, deliverables, and follow-up items are completed accurately and on time.
Develop and present investment policies, asset-allocation recommendations, portfolio-construction analyses, and implementation strategies.
Partner with research teams to coordinate investment manager searches, due diligence, selection, and ongoing monitoring across a range of asset classes.
Communicate complex investment concepts effectively to investment committees, boards, trustees, staff, and other stakeholders.
Contribute to business-development and client-retention efforts, including proposals, prospect meetings, finals presentations, and other growth initiatives.
Represent the firm at client meetings, conferences, and industry events.
Participate in firm committees, strategic initiatives, training programs, and efforts to strengthen service quality and operational effectiveness.
Use Meketa-approved technology, including AI, software, and related tools in daily work to improve quality and efficiency, support decision-making, and enhance deliverables in accordance with company policies and role requirements.