About the role
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.”