In the new era, the government's management concept of "decentralization of services" and the continuous reform and improvement of China's economic system have a great impact on the engineering consulting industry, especially the investment consulting agencies that are currently consulting on matters. Combining with the project management faced by the current development of such institutions in Shanghai, the requirements of professional technology, service quality and efficiency have increased, the industry has become more market-oriented, and the profit space has been further reduced. The four challenges are raised, and efforts to cultivate comprehensive and specialized talents are proposed. Establishing a sound knowledge management system, rationally positioning corporate costs and profit margins, and exploring new strategic cooperation models are the four development paths. <<