The Opportunity
The Mesirow Fiduciary Solutions division is seeking a highly motivated, detail-oriented Investment Consultant to join our team in our Chicago headquarters. The ideal candidate enjoys working in a fast-paced, dynamic environment. In this role, the Investment Consultant will develop and hone a range of skills, including working with large data sets, conducting in-depth due diligence on mutual funds and other investment vehicles, and collaborating with other team members to provide the best service to our institutional clients. Over time, the Investment Consultant’s responsibilities may naturally evolve, with more external-facing opportunities and project leadership opportunities.
The Investment Consultant will possess the following responsibilities:
Client team:
- Serve on client teams that support institutional engagements; each client team can include Associate Investment Consultant, Investment Consultants/Senior Investment Consultants, and sales personnel
- Assist in the creation and quality assurance of recurring client reports for institutional engagements
- Develop long-term client relationships with credibility founded on a detailed understanding of our operational data and processes, and our investment research process
- Participate in 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 the completion of ad-hoc requests from our sales team, including calling retirement plan sponsors and advisors and following up on information requests from prospective and existing clients
- Additional recurring projects as they relate to invoicing and client agreements
Investment due diligence:
- Gain a deep understanding of the due diligence methodology employed by team
- 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 available to the team
- Maintain current knowledge of market events and other relevant topics
Other:
- 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
