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This job expired on 19/07/2026. It no longer accepts applications.
Investment Consultant – Dallas
LCG Associates, Inc. · Dallas
Job description
About the role
LCG is seeking a highly motivated Investment Consultant to join its Dallas office. The role combines client‑facing responsibilities with contributions to the firm’s investment research initiatives and new business development.
Key responsibilities
- Support client relationships across endowments, foundations, family offices, retirement plans, nuclear decommissioning trusts, and healthcare institutions.
- Assist with asset‑allocation and asset‑liability modeling studies.
- Participate in investment manager due‑diligence and search processes.
- Contribute research across asset classes and investment strategies.
- Prepare client deliverables, presentations, and reports.
- Attend client meetings and provide analytical insights.
Required profile
- Strong written and verbal communication skills.
- Excellent analytical and quantitative abilities with attention to detail.
- Interest in institutional investing and capital markets.
- Ability to manage multiple projects and deadlines in a fast‑paced environment.
- Collaborative, client‑service orientation.
- Bachelor’s degree required.
- 7+ years of relevant experience.
- CFA and/or CAIA designations preferred.
Required skills
What we offer
- Employee‑owned, entrepreneurial culture.
- Exposure to sophisticated clients and diverse asset classes.
- Collaborative and intellectually engaging environment.
- Clear path for professional growth.
- Competitive compensation, bonus, 401(k) matching, profit‑sharing, and health/dental/vision benefits.
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LCG Associates, Inc.
Dallas