
Senior Institutional Investment Consultant
Baird, Milwaukee, WI, United States
A financial services firm seeks an experienced Institutional Consultant to provide investment advice to institutional clients, including endowments and foundations. The role requires a minimum of 10 years in investment consulting and the CFA designation or similar credentials. You will be responsible for building client relationships, conducting performance reviews, and advising on investment strategies. The position may be based in Milwaukee or Chicago and offers the opportunity for significant client interaction and leadership in investment governance.
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