Senior Investment Consultant, Taft-Hartley/Public

Chicago, Illinois
Competitive salary, annual incentives, great company culture!
06 Nov 2020
06 Dec 2020
Industry Sector
Consulting Firm
Employment Type
Full Time

Client Leadership - Our Vision

An independent investment consulting firm, Marquette Associates guides institutional investment programs with a focused client service approach and careful research grounded in real-world experience. We’ve served clients with a single mission for over 30 years – enable institutions to become more effective investment stewards. We are recruiting for a Senior Investment Consultant is to serve as the primary consultant on several institutional client relationships.

Job responsibilities will include, but are not limited to:

  • Maintain institutional investment consulting relationships with Taft-Hartley and/or Public clients
  • Cultivate new institutional consulting relationships by leveraging existing network
  • Attend and participate in quarterly client meetings 
  • Provide asset allocation and investment manager recommendations 
  • Assist in construction of investment policy 
  • Participate in industry conferences  
  • Collaborate and mentor analyst team 
  • Act as a resource for other staff on specific areas of expertise


  • At least ten (10) years’ experience in a consultant role at an investment consulting firm working with Taft-Hartley and/or Public clients
  • Bachelor’s degree in Finance or related field
  • At least one of the following designations: CFA, CAIA, MBA or significant process towards one of these certifications
  • Demonstrated ability to develop new business; the ideal candidate has an established network of institutional relationships and industry connections
  • Demonstrated ability to generate significant revenue
  • Independent and self-motivated; has the ability to flourish with minimal guidance
  • Public speaking skills and experience presenting to clients is required
  • Experience presenting at conferences and industry events is a plus

Marquette Associates offers competitive benefits, including medical, dental and vision coverage; flexible spending plans for health care and dependent care; generous time off benefits; 401(k) plan with company match and more.

To apply, please forward your resume to with the subject line “Senior Investment Consultant – Your Name”.

We are an Equal Opportunity Employer.

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