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Consulting Analyst

Cleveland, OH, United States
  • Consulting

This role is an excellent opportunity to join a small firm where you can learn and develop a variety of skills with the potential for long term growth. The consulting analyst's primary responsibility is to provide support to our institutional investment consultants with all aspects of client service.

Role Responsibilities

  • Create client deliverables, including regular reports, ad hoc reports, and custom presentations
  • Review client deliveraables for accuracy and completeness
  • Calculate and/or review calculations of performance of client portfolios
  • Ensure all client specific action items and projects are completed prior to deadline
  • Input date into databases and reporting system
  • Draft, review, and update client investment policy statements
  • Assist client with maintenance of accounts and other requests
  • Complete special projects


  • Bachelor's degree from a four-year college or university required
  • CFA Institute Investment Foundations certification, CIPM or CEBS designation (or progress towards) is preferred but not required
  • Proficiency with computers including MS Office (e.g. MS Excel, MS Word, and MS Power Point)
  • The ability to perform work at a steady and consistent pace with a high degree of accuracy and attention to detail
  • 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

  • Support h1B Visas?: 
  • Job Type: 
    Recruiter Posted
  • Job Start Date: 
  • Location: 
    Cleveland, OH, United States