Investment Consulting Analyst

2 weeks ago

Washington, United States Fiducient Advisors Full time

Company Overview:

Fiducient Advisors specializes in providing customized investment consulting solutions to a diverse clientele, including retirement plan sponsors, endowments, foundations, private clients, and financial institutions. With a dedicated team of over 200 professionals across the nation, we are committed to our mission of empowering clients to achieve financial success.

Position Summary:

The Investment Consulting Analyst plays a vital role in supporting Investment Consultants by delivering precise and insightful analysis of private wealth client portfolios. This position is integral to enhancing the overall client experience and aligns with our core mission of fostering client prosperity.

Key Responsibilities:

  • Lead comprehensive portfolio evaluations and financial planning reviews for new clients, collaborating effectively with various internal teams.
  • Develop and assess investment policy statements that reflect clients' investment goals, risk appetite, and specific investment constraints.
  • Conduct asset allocation assessments, financial planning analyses, and fund manager evaluations, including portfolio optimization modeling.
  • Work alongside the Investment Research team to devise tailored solutions for client portfolios.
  • Create and analyze customized components for client reports and supplementary meeting materials as required.
  • Oversee all aspects of client account management.
  • Manage approved trading requests using trade rebalancing software in coordination with the Middle Office.
  • Formulate and implement strategies for executing investment decisions, portfolio reallocations, and rebalancing, while monitoring ongoing client needs.
  • Collaborate with Performance Analytics to develop optimal reporting solutions for clients.
  • Address periodic audit requests for investment-related data and analysis.
  • Maintain proactive communication with Investment Consultants regarding all client-related matters and projects.
  • Ensure timely and effective responses to meeting follow-ups and action items.
  • Keep accurate records of client accounts and investments in the CRM system.
  • Respond promptly to inquiries from clients and vendors.
  • Conduct special analyses and projects as needed to support Investment Consultants.
  • Foster a collaborative team environment while demonstrating the ability to work independently. Successful candidates will take pride in their contributions and be accountable for their role within the team.

Qualifications:

  • Bachelor's degree, preferably in Finance, Accounting, Investing, or Economics.
  • 2-5 years of experience in the financial services sector.
  • Proficiency in Microsoft Office Suite.
  • Understanding of mutual funds, investment managers, and investment-related administrative processes.

Essential Skills:

  • Ability to build rapport and establish strong relationships.
  • Excellent communication skills, both written and verbal, particularly in professional settings.
  • Adaptability to changing priorities and ability to work autonomously.
  • Strong judgment and problem-solving capabilities.
  • Innovative mindset with a passion for learning.
  • Detail-oriented with a commitment to accuracy and organization.
  • Ability to cultivate inclusive and equitable working relationships.
  • Dedication to diversity, equity, inclusion, and anti-racism in the workplace.

Work Environment:

  • This position may require occasional travel for training or business events.
  • The role supports a hybrid work model, with a combination of in-office and remote work.

Physical Requirements:

The physical demands of this role include:

  • Remaining in a stationary position for extended periods.
  • Operating office equipment, including computers and printers.
  • Communicating effectively to convey information clearly.
  • Occasional movement within the office to access different areas.
  • Ability to lift equipment weighing up to 25 pounds.

Benefits:

Fiducient Advisors offers a supportive workplace that values authenticity and diversity. We are dedicated to professional growth and inclusivity, actively participating in initiatives that promote diversity, equity, and belonging.

Paid Time Off:

  • Generous PTO with rollover options.
  • Personal and sick leave.
  • Ten holidays plus additional half days for specific occasions.
  • Bereavement leave for family, unborn children, or pets.
  • Employer-paid parental and family leave.
  • Professional development days for exam preparation.

Convenience Benefits:

  • Wellness programs and reimbursements.
  • Family and fertility assistance.
  • 401K plan with company matching.
  • Employee referral incentives.

Fiducient Advisors is an Equal Opportunity Employer, committed to creating a respectful and inclusive environment for all employees.

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