Senior Investment Consultant, Taft-Hartley/Public

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.