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Investment Consultant
2 months ago
Mesirow Financial is a leading independent, employee-owned financial services firm that has been serving clients for over 80 years. Our firm is headquartered in Chicago and has offices around the world, providing a wide range of financial services to institutional clients.
Job SummaryWe are seeking a highly motivated and detail-oriented Investment Consultant to join our team in our Chicago headquarters. The ideal candidate will have a strong background in finance, economics, or a related field and will be able to conduct in-depth investment research and data analysis.
Key Responsibilities- Client Team: Serve on institutional client teams, assist in the creation and rigorous review of recurring client reports for institutional engagements.
- Develop Long-Term Client Relationships: Develop long-term client relationships with credibility founded on a detailed understanding of our processes.
- Contribute on Recurring Client Calls: Contribute on recurring client calls and quarterly investment review calls, for which the Investment Consultant may be responsible for covering certain investment strategies and the market environment.
- Lead Ad-Hoc Requests: Lead the completion of ad-hoc requests from our sales team, including interacting with prospective and existing institutional clients.
- Investment Due Diligence: Gain a deep understanding of the investment methodology employed by the team. Conduct in-depth quantitative and qualitative investment research of mutual funds, collective investment trusts, and other investment types commonly used for retirement investing.
- Other Responsibilities: Play a meaningful role in the team's quarterly reporting cycle by learning and developing an understanding of internal systems and processes. Participate in testing of new systems or system enhancements. Work on ad-hoc projects with other team members and be able to manage projects for the team.
- Bachelor's or master's degree in finance, economics, mathematics, statistics, or a related field.
- CFA designation or progress towards CFA designation preferred.
- 0-5 years of experience in investment consulting, retirement planning, or a related field preferred but not required.
- Detail- and deadline-oriented, along with an ability to work with large sets of data efficiently, independently, and accurately.
- Demonstrated passion and intellectual curiosity and a team player with a positive attitude.
- Takes direction well and demonstrates proactive follow through on assigned tasks.
- Intermediate to advanced knowledge of Excel required.
- Knowledge of investment-oriented databases (e.g., Morningstar Direct) preferred.
- Superior skills in organization, time management, prioritization, research, team collaboration, and self-motivation, combined 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.
