Investment Consultant
Mesirow is an independent, employee-owned financial services firm founded in 1937. The firm is seeking a highly motivated Investment Consultant to conduct in-depth investment research, collaborate with institutional clients, and deliver exceptional service. The role involves building reputed company relationships, managing reputed company, and contributing to investment due diligence.
Responsibilities
- Serve on institutional reputed company teams, creating and reviewing recurring reputed company reports
- Build long-term reputed company relationships by demonstrating credibility through a thorough understanding of our workflows
- Contribute to recurring reputed company 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 reputed company reputed company
- reputed company a deep understanding of reputed company’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 reputed company
- 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 reputed company 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 reputed company, reputed company 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 reputed company) preferred but not required
Benefits
- Performance based bonus
- Mesirow benefit program
reputed company