Consulting Analyst - Institutional

Overview

This range is provided by Fiducient Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

The Consulting Analyst is responsible for contributing directly to a superior client experience while working closely with Investment Consultants through thoughtful and accurate analysis of the firm  Endowment & Foundation and Defined Benefit Plan client portfolios, aligning with our mission of helping clients prosper.

$65,000.00/yr - $85,000.00/yr

The Consulting Analyst role may travel up to 10% of the time for training and/or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

• Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm
• Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions
• Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis
• Collaborate with Investment Research in developing solutions for client portfolios
• Develop fiduciary governance materials in preparation for quarterly reporting
• Analyze and create customized components for client reports and supplemental meeting materials as needed
• Analyze and develop trade recommendations to implement investment decisions, portfolio reallocations, or rebalancing, consistent with the firm’s risk management protocol and in compliance with client investment policy guidelines and firm-established policy and procedures. Closely monitor and respond to ongoing recurrent or ad hoc cash management needs in client portfolios
• Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients
• Issue and evaluate vendor RFIs or RFPs and prepare related analysis and deliverables
• Respond to periodic audit requests for investment-related data and analysis
• Conduct special ad-hoc analyses and projects as needed to support Investment Consultants
• Interact with and proactively communicate with Investment Consultants on all client matters and related projects
• Attend and present at client meetings in a supporting role on occasion
• Respond to all meeting follow-up and action items in a timely and effective manner
• Maintain accurate client account and investment records in the CRM
• Respond to client and vendor requests in a timely and effective manner

• Bachelor’s degree required with a preferred concentration in Economics or Finance
• Two (2) to five (5) years of investment consulting or investment-related work experience
• Experience with servicing Institutional clients in a Discretionary Outsourced CIO (OCIO) servicing framework is a plus
• Proficiency in Microsoft Suite
• Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
• CFA candidate is a plus
• Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
• Intellectual curiosity about investments, asset allocation, and portfolio structure
• Fundamental knowledge of retirement plans (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
• Thoughtful ability to establish rapport and build relationships
• Exceptional communication in a public setting with notable writing and presentation skills
• Adaptability when priorities shift and able to work independently
• Sound judgment and problem-solving skills
• Innovative, curious, and enthusiastic
• Detail-oriented with a high level of accuracy and organization
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging
• Passionate about working in an organization that values and promotes inclusion and belonging
• This role may travel up to 10% of the time for training and/or business/events
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely

Summary highlights include a base salary range of…