Connect Search
Investment Consultant
Chicago, Illinois, US
Role snapshot
Connect Search is hiring a Investment Consultant on a full-time basis. This is a hybrid role based in Chicago, Illinois, US.
- Company
- Connect Search
- Location
- Chicago, Illinois, US
- Work mode
- Hybrid
- Job type
- Full-time
- Experience
- 3–5 years
- Posted
- Nov 6, 2026
Who this role suits
Practitioners with a few years behind them who can work independently, make trade-offs and help newer teammates.
How to prepare your application
- Prepare examples of decisions you drove, how you measured the result, and how you worked with other teams.
- Be ready to discuss trade-offs and scope, not only the tools you have used.
- Read what Connect Search publishes about its product or team, so you can say clearly why this role and this company.
Apply only on Connect Search's own site. A genuine employer never asks candidates for money, deposits or bank details to apply, interview or “secure” a job. If something looks wrong, use Report a problem with this listing and we will review it. Read how we check listings.
About the role
Job Description
Location: Chicago, IL
Work Arrangement: Hybrid, 3 days per week
Experience: ~3–5 years
The Opportunity
A well-established investment firm is seeking an Investment Consultant to join a growing fiduciary and retirement solutions team.
This role combines investment research, data analysis, client support and project execution. It is a strong fit for someone who enjoys evaluating investments but also wants broad ownership across reporting, recurring processes and client deliverables.
What You’ll Do
- Conduct investment due diligence on mutual funds and collective investment vehicles
- Support investment selection and ongoing monitoring
- Analyze investment and retirement plan data and investigate discrepancies
- Review reports and client materials for accuracy and consistency
- Manage recurring monthly and quarterly workflows and deadlines
- Partner with technology and operations teams on data, reporting and issue resolution
- Communicate directly with clients and support project execution
- Take on increasing responsibility for client relationships and project leadership over time
What We’re Looking For
- 3–5 years of experience in investment consulting, retirement plan services, investment research or a related role
- Strong analytical skills and attention to detail
- Advanced comfort with Excel and large datasets
- Ability to investigate issues independently and follow work through to completion
- Strong organizational, communication and project management skills
- Interest in both investment analysis and the operational execution behind client delivery
- CFA progress is a plus, but not required
Why Consider It?
- Broad exposure across investments, data and client relationships
- Small team with meaningful ownership and visibility
- Opportunity to grow into relationship management and project leadership
- Clear long-term advancement path
- Strong platform for someone looking to build a career in investment consulting