Investment Consultant

3 weeks ago

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

Fiducient Advisors is a leading investment consulting firm that provides tailored and personalized services to clients across various industries. 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 financial planning review efforts for new clients, collaborating with multiple teams at the firm.
  • Evaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restrictions.
  • Evaluate and develop asset allocation, financial planning analysis, and fund manager selection, including modeling and portfolio optimization analysis.
  • Collaborate with Investment Research in developing solutions for client portfolios.
  • Analyze and create customized components for client reports and supplemental meeting materials as needed.
  • Facilitate all aspects of client account administration.
  • Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office.
  • Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients, including facilitating transactions and trades within client portfolios.
  • Collaborate with Performance Analytics in developing optimal reporting solutions for clients.
  • Respond to periodic audit requests for investment-related data and analysis.
  • Interact with and proactively communicate with Investment Consultants on all client matters and related projects.
  • 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.
  • Conduct special ad-hoc analyses and projects as needed to support Investment Consultants.
Requirements:
  • Bachelor's Degree with a preferred concentration in Finance, Accounting, Investing, or Economics.
  • 2-5 years of financial services industry experience.
  • Proficiency in Microsoft Suite.
  • Knowledge of mutual funds/investment managers, accounts, and investment-related administrative procedures and asset allocation principles.
Essential Traits:
  • 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 equitable working relationships to support a sense of belonging.
  • Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.
Work Environment & Travel Requirements:
  • This role may travel up to 5% 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.
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, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
  • 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.

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