Associate Consultant

Description

Job Title: Associate Consultant 

Department: Investment Consulting Group (ICG)
FLSA Status: Exempt
Reports To: Vice President
Salary Range: $105,000 - $135,000  

Position Summary 

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. 

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. 

Key Responsibilities 

Client Service & Consulting 

• Manage day-to-day tasks for assigned clients, ensuring timely execution of deliverables and responsiveness to client needs 
• Attend client meetings and participate in discussions, working alongside lead consultants  
• Prepare and review client materials, analyses, reports, and presentations related to investment strategy, performance, and monitoring 
• Coordinate with internal teams to support ongoing client service and project execution 

Investment & Project Work 

• Participate in investment-related projects within the Investment Consulting Group, including research, analysis, and special initiatives 
• Support portfolio analysis, performance monitoring, manager evaluations, and investment strategy development 
• Stay current on capital markets, investment products, and industry trends to inform client recommendations and internal discussions 

Business Development 

• Support the firm’s efforts to attract new clients by contributing to proposals, presentations, and other business development activities 
• Participate in prospect meetings and internal strategy discussions related to new business opportunities 

Collaboration & Professional Contribution 

• Collaborate effectively with consultants, analysts, and other ICG team members 
• Contribute to knowledge sharing, process improvement, and best practices within the Investment Consulting Group 

Requirements

Qualifications 

Required 

• Series 65 license 
• Minimum of 7 years of relevant investment, consulting, or financial services experience 
• Strong analytical, organizational, and communication skills 
• Ability to manage multiple priorities in a client-focused, deadline-driven environment 

Preferred 

• Pursuit of CFA, CAIA, or MBA 
• Prior experience in an investment consulting or advisory firm environment 
• Experience working directly with institutional clients 

Travel Requirements 

• Ability to travel up to 15% as required for client meetings, business development, and firm initiatives 

Additional Information 

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. 

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. 

Equal Opportunity Employer Statement 

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.