Investment Consultant

Mesirow•Chicago, IL

1d•Hybrid

About The Position

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms. The Mesirow Fiduciary Solutions division provides fiduciary partnership, investment management, asset allocation, and guaranteed retirement income product allocation services to institutional clients in the financial services industry, primarily in the defined contribution space. Mesirow Fiduciary Solutions division is seeking a highly motivated, detail-oriented Investment Consultant to join our team in our Chicago headquarters. The ideal candidate thrives in a fast-paced, dynamic environment and is eager to develop a broad skill set. In this role, the Investment Consultant will conduct in-depth investment research and data analysis, collaborate with peers and senior leadership, and deliver exceptional service to our institutional clients. At the outset, the Investment Consultant will focus on building a strong foundation in our reporting and technology systems, as well as our due diligence process, through rigorous on-the-job learning. As proficiency develops and the Consultant demonstrates the ability to manage projects independently with minimal oversight, responsibilities will expand to include greater client-facing engagement and opportunities for project leadership.

Requirements

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.

Nice To Haves

CFA designation or progress towards CFA designation preferred.
familiarity with investment databases (e.g., Morningstar Direct) preferred but not required.

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.