Institutional Investment Consultant

Job overview

The Institutional Investment Consultant role is onsite in Westlake, OH. Compensation is not specified. The consultant supports institutional clients, including defined contribution plans and potentially defined benefit plans, endowments, foundations, and corporate assets. The role helps clients make informed investment decisions by translating analysis into recommendations, monitoring portfolios, and coordinating client service. It also contributes to business development through proposals, marketing materials, and related reporting.

What you'll do

• Serve as primary contact for assigned institutional clients
• communicate through calls, emails, and meetings
• develop and explain investment recommendations
• present strategies, performance analysis, and market commentary
• prepare quarterly reports, investment policy statements, fee analyses, and benchmarking studies
• conduct manager research and due diligence
• monitor portfolios and advise on asset allocation, manager selection, and plan design
• maintain CRM and client documentation
• support proposals, RFP responses, marketing materials, thought leadership, and business development metrics.

What we're looking for

Skills & competencies

institutional investment consultant

investment consulting

institutional clients

defined contribution plans

endowments and foundations

portfolio analysis

manager research

client relationships

westlake oh

highland consulting associates

business development

Work arrangement

• Weekend coverage required

Why this role

Client portfolio may include defined contribution and defined benefit plans, endowments, foundations, and corporate assets; CFA, CPA, CFP, or CEBS designation or progress toward one is preferred.

About the employer

Highland Consulting Associates, Inc. is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.