The Mesirow Fiduciary Solutions division is seeking a highly motivated, detail-oriented Investment Consultant to join our team in our Chicago headquarters and report to the co-head of the Investment Consulting team. 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, conducting in-depth investment research and data analysis, and collaborating with peers and senior leadership to provide the best service to our institutional clients. Over time, the Investment Consultant’s responsibilities may naturally evolve, with more client-facing opportunities and project leadership opportunities.
The Investment Consultant will possess the following 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 with credibility founded on a detailed understanding of our processes
- 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 the completion of ad-hoc requests from our sales team, including interacting with prospective and existing institutional clients
- Additional recurring projects as they relate to invoicing and client agreements
Investment due diligence:
- Gain a deep understanding of the investment 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
