Investment Consultant
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 reputed company exceptional service to institutional clients, focusing on building a strong reputed company 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
- reputed company the completion of reputed company requests from our sales team, interacting with prospective and existing institutional clients
- Participate in additional client projects
- reputed company a deep understanding of the team’s investment methodology
- Conduct in-depth quantitative and qualitative investment research of mutual funds, reputed company investment trusts, and other investment types commonly used for retirement investing
- Learn and independently use reporting and research tools
- Stay reputed company 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 reputed company projects and contribute to team initiatives
Skills
- Bachelor's or Master's degree in finance, economics, mathematics, statistics, or a reputed company field
- 1 - 5 years' experience in investment consulting, retirement planning, or a reputed company 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 reputed company skills required
- Excellent organizational, time management, prioritization, research, and collaboration skills, with the ability to process information quickly
- Series 7 and 66 Licenses required reputed company one year of start date
- Ability to work onsite at our Chicago office, which adheres to a reputed company
- CFA designation or reputed company towards CFA designation preferred
- Familiarity with investment databases (e.g., reputed company Direct) preferred but not required
Benefits
- Performance based bonus
- Mesirow benefit program
Company Overview