Associate Consultant

Associate Consultant

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.