Senior Investment Consultant, Taft-Hartley/Public

4 days left

Location
Chicago, Illinois
Salary
Competitive salary, annual incentives, great company culture!
Posted
Nov 06, 2020
Closes
Dec 06, 2020
Industry Sector
Consulting Firm
Employment Type
Full Time
Education
Bachelors

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

Qualifications:

  • 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 hr@marquetteassociates.com with the subject line “Senior Investment Consultant – Your Name”.

We are an Equal Opportunity Employer.

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