Mesirow 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.
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
Mesirow is an independent, employee-owned financial services firm. It was founded in 1937, and is headquartered in Chicago, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://www.mesirow.com.