Mesirow · 1 day ago
Investment Consultant
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $120K/yr
1+ years expMesirow is an independent financial services firm founded in 1937, headquartered in Chicago. The Investment Consultant will conduct investment research and data analysis, collaborate with senior leadership, and provide exceptional service to institutional clients, focusing on building a strong foundation in reporting and technology systems.
Financial Services
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
Qualification
Required
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
Preferred
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
Mesirow
Mesirow is an independent, employee-owned financial services firm.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
George Barbar
Senior Managing Director | Head of Regional Development and Strategy
Ketan Shah
Chief Strategy Officer (CSO) & General Counsel
Recent News
2025-12-18
Company data provided by crunchbase