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Investment Consultant

2 months ago

Chicago, Illinois, United States Fiducient Advisors Full time
Job Title: Consulting Analyst, Institutional

Fiducient Advisors is a leading investment consulting firm that provides tailored services to clients across various sectors. We are seeking a highly skilled Consulting Analyst to join our team and contribute to our mission of helping clients prosper.

Key Responsibilities:
  • Lead portfolio evaluation and diagnostic review efforts for new clients, collaborating with multiple teams at the firm.
  • Evaluate and construct investment policy statements aligned with clients' objectives, risk tolerance, and investment restrictions.
  • Analyze asset allocation structures, including modeling and portfolio optimization analysis.
  • Collaborate with Investment Research to develop solutions for client portfolios.
  • Develop fiduciary governance materials for quarterly reporting.
  • Analyze and create customized components for client reports and supplemental meeting materials.
  • Analyze and develop trade recommendations to implement investment decisions, portfolio reallocations, or rebalancing.
  • Collaborate with Performance Analytics and Client Services to develop optimal reporting solutions.
  • Issue and evaluate vendor RFIs or RFPs, preparing related analysis and deliverables.
  • Respond to periodic audit requests for investment-related data and analysis.
  • Conduct special ad-hoc analyses and projects to support Investment Consultants.
  • Interact with and communicate with Investment Consultants on client matters and related projects.
  • Attend and present at client meetings in a supporting role.
  • Respond to meeting follow-up and action items in a timely manner.
  • Maintain accurate client account and investment records in the CRM.
  • Respond to client and vendor requests in a timely manner.
Requirements:
  • Bachelor's degree in Economics or Finance, with a preferred concentration.
  • Two to five years of investment consulting or investment-related work experience.
  • Experience with servicing Institutional clients in a Discretionary Outsourced CIO 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 and nonprofit client marketplaces.
Essential Traits:
  • Thoughtful ability to establish rapport and build relationships.
  • Exceptional communication skills in a public setting, with notable writing and presentation skills.
  • Adaptability when priorities shift and ability 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 equitable working relationships.
  • Passionate about working in an organization that values diversity, equity, inclusion, and anti-racism.
Work Environment & Travel Requirements:
  • This role may travel up to 10% of the time for training and business events.
  • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
Physical Job Expectations:
  • Must be able to remain in a stationary position for up to 8 hours.
  • Constantly operate a computer and other office productivity machinery.
  • The ability to communicate information and ideas so others will understand.
  • The person in this position may at times need to move throughout the building to access different areas.
  • Ability to move equipment weighing up to 25 pounds.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer:

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging, and inclusion. We strive to be active participants of change in and outside our industry.

Paid Time Off:
  • Generous PTO with optional rollover.
  • Personal/Sick Time.
  • 10 Holidays with additional half days off for specific holidays throughout the year.
  • Summer Perks.
  • Bereavement Time – inclusive time off for a loved one, unborn child, or pet.
  • Employer Paid Parental, Personal, and Family leaves.
  • Professional Development Day for eligible exams.
Work Life Convenience Benefits:
  • Exclusive Wellness Benefit Programs from VirginPulse, Torchlight, Real Appeal, Peloton, and more.
  • KindBody – Family & Fertility Assistance.
  • Wellness Reimbursement Program.
  • Professional Development Designation reimbursement.
  • Employee Referral Program.
  • Employee Resource Groups, Mentorship Program & New Hire Cohort.
  • 401K Plan with company match.
  • Cell Phone Reimbursement Program.

Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.

Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.

We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging, and inclusion. We strive to be active participants of change in and outside our industry.