Description
Job Title: Associate Consultantย
Department: Investment Consulting Group (ICG)
FLSA Status: Exempt
Reports To: Vice President
Salary Range: $105,000 - $135,000ย ย
Position Summaryย
The Associate Consultant is a key member of Bolton's Investment Consulting Group, supporting the delivery of high-quality investment consulting services to a diverse client base. This role is responsible for managing day-to-day client activities, participating in client meetings, and supporting investment-related projects, while working with the direction of a primary consultant. The person in this role will develop into the lead on select client relationships. The Associate Consultant also contributes to business development efforts and collaborates closely with ICG team members to deliver thoughtful, data-driven investment solutions.ย
This role is ideal for an experienced investment professional who brings strong technical expertise, client service skills, and a desire to continue growing within a consulting environment.ย
Key Responsibilitiesย
Client Service & Consultingย
- Manage day-to-day tasks for assigned clients, ensuring timely execution of deliverables and responsiveness to client needsย
- Attend client meetings and participate in discussions, working alongside lead consultantsย ย
- Prepare and review client materials, analyses, reports, and presentations related to investment strategy, performance, and monitoringย
- Coordinate with internal teams to support ongoing client service and project executionย
Investment & Project Workย
- Participate in investment-related projects within the Investment Consulting Group, including research, analysis, and special initiativesย
- Support portfolio analysis, performance monitoring, manager evaluations, and investment strategy developmentย
- Stay current on capital markets, investment products, and industry trends to inform client recommendations and internal discussionsย
Business Developmentย
- Support the firm's efforts to attract new clients by contributing to proposals, presentations, and other business development activitiesย
- Participate in prospect meetings and internal strategy discussions related to new business opportunitiesย
Collaboration & Professional Contributionย
- Collaborate effectively with consultants, analysts, and other ICG team membersย
- Contribute to knowledge sharing, process improvement, and best practices within the Investment Consulting Groupย
Requirements
Qualificationsย
Requiredย
- Series 65 licenseย
- Minimum of 7 years of relevant investment, consulting, or financial services experienceย
- Strong analytical, organizational, and communication skillsย
- Ability to manage multiple priorities in a client-focused, deadline-driven environmentย
Preferredย
- Pursuit of CFA, CAIA, or MBAย
- Prior experience in an investment consulting or advisory firm environmentย
- Experience working directly with institutional clientsย
Travel Requirementsย
- Ability to travel up to 15% as required for client meetings, business development, and firm initiativesย
Additional Informationย
Bolton offers a collaborative, professional environment with opportunities for continued growth and development within the Investment Consulting Group. This role provides exposure to a wide range of clients, investment strategies, and consulting initiatives while supporting long-term career progression within the firm.ย
Our firm offers a collegial work environment, opportunities for professional growth, and a generous benefits package, including family health, vision, and dental benefits; employer-paid disability and life insurance benefits; a 401(k) plan with match after 6 months of employment; vacation and sick leave; paid holidays; hybrid telework arrangements; and monthly fitness stipends.ย
Equal Opportunity Employer Statementย
Bolton is committed to equal employment opportunity and fostering a diverse, inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristic.ย