This job is no longer available
This job expired on 29/08/2026. 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 firm‑wide investment research and contributes to new business development.
Key responsibilities
- Partner with Senior Consultants and client teams to deliver high‑quality investment analysis and advice.
- 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.
- Support investment‑manager due‑diligence and search processes.
- Contribute to research efforts across asset classes and investment strategies.
- Prepare client deliverables, presentations, and reports.
- Participate in 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 firm with an entrepreneurial culture.
- Exposure to sophisticated clients and a wide range of asset classes.
- Collaborative and intellectually engaging environment.
- Clear path for professional growth and development.
- Generous compensation package including salary, bonus, 401(k) matching, profit‑sharing, and health/dental/vision benefits.
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LCG Associates, Inc.
Dallas
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