Investment Consultant

Location: Chicago, IL

Work Arrangement: Hybrid, 3 days per week

Experience: ~3–5 years

The Opportunity

A well-established investment firm is seeking an Investment Consultant to join a growing fiduciary and retirement solutions team.

This role combines investment research, data analysis, client support and project execution. It is a strong fit for someone who enjoys evaluating investments but also wants broad ownership across reporting, recurring processes and client deliverables.

What You’ll Do

• Conduct investment due diligence on mutual funds and collective investment vehicles
• Support investment selection and ongoing monitoring
• Analyze investment and retirement plan data and investigate discrepancies
• Review reports and client materials for accuracy and consistency
• Manage recurring monthly and quarterly workflows and deadlines
• Partner with technology and operations teams on data, reporting and issue resolution
• Communicate directly with clients and support project execution
• Take on increasing responsibility for client relationships and project leadership over time

What We’re Looking For

• 3–5 years of experience in investment consulting, retirement plan services, investment research or a related role
• Strong analytical skills and attention to detail
• Advanced comfort with Excel and large datasets
• Ability to investigate issues independently and follow work through to completion
• Strong organizational, communication and project management skills
• Interest in both investment analysis and the operational execution behind client delivery
• CFA progress is a plus, but not required

Why Consider It?

• Broad exposure across investments, data and client relationships
• Small team with meaningful ownership and visibility
• Opportunity to grow into relationship management and project leadership
• Clear long-term advancement path
• Strong platform for someone looking to build a career in investment consulting