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