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Investment Concepts Jobs (NOW HIRING)

UTIMCO

Investment Performance Professional

Austin, TX · On-site

Understanding of investment concepts, portfolio performance measurement, and financial markets * General knowledge of accounting principles and investment accounting * Experience analyzing investment ...

Kemper

Investment Analyst

Chicago, IL · On-site

Basic knowledge of financial statements, credit analysis, and investment concepts. * Strong analytical, written communication, and Excel skills. PREFERRED REQUIREMENTS (NICE TO HAVE): * Experience ...

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Investment Concepts information

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$97.1K

$213.5K

How much do investment concepts jobs pay per year?

As of Jul 18, 2026, the average yearly pay for investment concepts in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

How does an Investment Concepts professional typically collaborate with portfolio managers and analysts within an investment firm?

Professionals specializing in Investment Concepts regularly work alongside portfolio managers and analysts to evaluate investment strategies, assess risk, and develop financial models. They contribute by providing insights on asset allocation, market trends, and investment vehicles, ensuring that decision-making is data-driven and aligns with client objectives. Collaboration often involves presenting research findings, participating in strategy meetings, and refining investment proposals based on feedback and market developments. This role requires strong communication skills and the ability to translate complex financial concepts into actionable recommendations.

What is the difference between Investment Concepts vs Financial Analyst?

AspectInvestment ConceptsFinancial Analyst
Required CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA, or MBA common
Work EnvironmentFinancial firms, investment firms, asset managementCorporations, banks, investment firms, consulting
Industry UsageUsed in investment strategy, portfolio managementUsed in financial reporting, valuation, forecasting

Investment Concepts professionals focus on understanding and applying investment strategies, while Financial Analysts analyze financial data to support decision-making. Both roles often require similar certifications and work within the finance industry, but their core functions differ: one emphasizes strategic investment knowledge, the other financial analysis and reporting.

What are investment concepts?

Investment concepts refer to the fundamental ideas, strategies, and principles that guide individuals and organizations in allocating resources to different types of assets, such as stocks, bonds, real estate, or mutual funds, with the goal of generating returns over time. These concepts include risk and return, diversification, asset allocation, compounding, and portfolio management. Understanding investment concepts is essential for making informed financial decisions and building long-term wealth.

What are the key skills and qualifications needed to thrive as an Investment Analyst, and why are they important?

To thrive as an Investment Analyst, you need strong analytical skills, proficiency in financial modeling, and a solid understanding of financial markets, usually supported by a degree in finance, economics, or a related field. Familiarity with tools such as Excel, Bloomberg Terminal, and financial analysis software, as well as certifications like CFA, are highly valued. Attention to detail, critical thinking, and effective communication are essential soft skills for interpreting data and presenting insights to stakeholders. These skills ensure sound investment recommendations, risk management, and strategic decision-making in a competitive financial environment.
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Investment Concepts jobs near you
Infographic showing various Investment Concepts job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $97,073 per year, or $46.7 per hour.
Institutional Investment Consultant

Institutional Investment Consultant

Highland Consulting Associates, Inc.

Westlake, OH • On-site

Full-time

Re-posted 18 days ago

Job description

Salary:

We are currently seeking aninvestment consultantto join our team.ThisConsultantrole combines client service excellence, investment consultingexpertiseto deliver comprehensive solutions focused on ourinstitutionalclients including Endowments & Foundations.The ideal candidate willdemonstratestrong analytical capabilities, exceptional communication skills, and the ability to translate complex investment concepts into clear, actionable recommendations that help clients achieve theirobjectives.


Client type primarily includes defined contribution plans, but may also include:defined benefit plans,Endowments & Foundations, and corporate assets. In addition, the consultant willassistHighlands business development team in the growth of new business.


Key Responsibilities


Client Relationship Management

  • Serve as the primary contact for assigned institutional clients, delivering and coordinating all aspects of the client relationship
  • Conduct regular client communication through calls, emails, and in-person/virtual meetings to ensure ongoing engagement and satisfaction
  • Help clients makeoptimalinvestment decisions by developing sound recommendations and clearly articulating the rationale behind Highland's guidance
  • Present investment strategies, performance analysis, and market commentary in client meetings and reports
  • Proactivelyidentifyclient needs and opportunities to enhance service delivery


Client Service & Consulting

  • Support clients across various institutional segments including defined benefit plans,Endowments & Foundations, and corporate investment portfolios
  • Prepare client deliverables including quarterly reports, investment policy statements, fee analyses, and benchmarking studies
  • Conduct investment manager research and due diligence to support client recommendations
  • Monitor client portfolios andprovideongoing guidance on asset allocation, managerselection, and plan design


Process & Systems Management

  • Manage content systems including CRM (Customer Relationship Management) and other business development software platforms
  • Maintain comprehensive documentation of client interactions, decisions, and recommendations


Business Development Support

  • Assist Highland's business development team in the growth and acquisition of new institutional clients
  • Write, proofread, and edit proposals, RFP responses, and marketing materials as needed
  • Contribute to the development of thought leadership content and marketing collateral
  • Track and report on business development metrics to evaluate effectiveness of activities andidentifyareas for improvement



Qualifications

We are seeking candidates with:

  • Bachelors degree inFinance,Accounting,Economics, or related field
  • >4 yearsof experience inaninvestmentconsulting, wealthmanagementor retirement plan consulting
  • Strong understanding of institutional investment management, retirement plan design, and fiduciary responsibilities
  • Excellent written and verbal communication skills with ability to explain complex concepts clearly
  • Advancedproficiencyin Microsoft Office Suite, particularly Excel and PowerPoint
  • Exceptional organizational skills and attention to detail
  • Self-motivated with ability to manage multiple priorities and meet deadlines
  • CFA, CPA, CFP, or CEBS designation (or progress towards a designation) is preferred