Associate Consultant

Job Description

Job Description

Description:

Position Overview

We are seeking a highly motivated Associate Consultant to join our institutional retirement plan consulting team. This role offers an opportunity to work directly with clients, contribute to investment and fiduciary consultant engagements, and develop expertise in retirement plans, investment manager due diligence, and fiduciary governance best practices.

The Associate Consultant serves as a key member of the consulting team, supporting client relationships, preparing and delivering analyses, participating in client meetings, and conducting ongoing investment manager research. This position is ideal for professionals seeking to build a long-term career in institutional retirement consulting. 

Primary Responsibilities

Client Service & Consulting Support

• Attend all client workgroup and committee meetings for clients of the assigned consulting team
• Support Lead Consultants in servicing assigned client relationships
• Prepare meeting materials, analyses, presentations, and committee deliverables
• Deliver portions of client meetings, including market commentary, plan reviews, investment updates, fiduciary governance topics, fee benchmarking analyses, and regulatory updates
• Document meeting discussions, decisions, and action items through written meeting minutes
• Interface with the centralized support services teams to implement client decisions
• Initiate internal workflows and monitor internal workflows to support client service activities
• Maintain and update CRM records to reflect client decisions, organization changes, and relationship activity
• Take progressive ownership in delivering standardized client deliverables to clients

Investment Manager Research & Coverage

• Maintain assigned coverage responsibilities for investment managers, asset classes, and investment strategies
• Monitor investment manager performance, personnel changes, organizational developments, and investment process updates
• Conduct quantitative and qualitative due diligence on investment managers and investment products
• Participant in investment manager meetings, conference calls, and due diligence interviews
• Prepare investment manager profiles and investment briefs for assigned coverage
• Maintain current knowledge of capital markets, investment trends, and developments affecting retirement plan investment menus

Minimum Qualifications

• Deep technical knowledge in one area of our core technical expertise (fiduciary governance, investments, or vendors) as demonstrated by industry designations, education, or experience.
• Generalist technical knowledge in other areas of our core technical experience (fiduciary governance, investments, or vendors) as demonstrated by industry designations, education, or experience
• Passage of series 65 exam
• Senior Analyst level or equivalent work experience

Focus of Development

• Servicing clients in support of the lead consultant
• Continuing development of technical knowledge in fiduciary governance, investments, and vendors
• Development of strong communication skills (written and verbal)
• Ability to guide decision-making of an independent committee
• Relationship management skills
• Delivering standard deliverables

“This job description is not a contract of employment, nor does it exhaustively list every aspect of the job. You may be asked by your Supervisor, Manager, or Director to perform other duties. You will be evaluated in part based upon your performance of the elements listed in this job description. The relationship between employee and Multnomah Group is “at will” which means that either party may terminate the employment relationship at any time, with or without cause, and with or without notice. This job description may be revoked or revised (by adding, eliminating, or otherwise changing any aspect of it) at any time at Multnomah Group’s sole discretion.”