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Consultant – Institutional Investments

Cleveland, OH, United States
  • Consulting

The consultant is responsible for serving as the primary contact to institutional clients for the delivery and coordination of all aspects of the client relationship. Client types include defined contribution plans, defined benefit plans, foundations, endowments, and corporate assets.


  • Create and/or review client deliverables
  • Conduct meetings with clients primarily at client locations
  • Coordinate client assignments and workflow
  • Research and respond to client issues and requests
  • Participate in business development activities
  • Develop new intellectual capital
  • Complete special projects


  • Bachelor's degree in finance, accounting, economics or related field and at least 3 years of relevant experience in an investment consulting role
  • CFA or CAIA designation (or progress towards) is preferred
  • Proficiency with computers including familiarity with MS Office (e.g. MS Excel, MS Word, and MS Power Point)
  • The ability to perform work at a faster than average pace, combined with getting work done in complete, accurate detail and in accordance with company standards and policies
  • The ability to speak and write with great specificity and knowledgeable detail in areas of responsibility

* Competitive compensation

  • A great benefits package that includes medical, life insurance, disability, 401k plan with employer match and profit sharing contribution, and paid time off
  • Employee Stock Ownership Plan (ESOP) - Participants have the potential to benefit from the success of the company
  • Advancement opportunities
  • Stability -- we have been in business for over 20 years and experienced significant growth with low employee and client turnover

Job Info

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  • Job Type: 
    Recruiter Posted
  • Job Start Date: 
  • Location: 
    Cleveland, OH, United States