Consulting Analyst, Retirement Plans

Fiducient Advisors opened its doors on May 1, 1995, striving to provide tailored and personalized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients’ interests first. This begins by providing advice addressing each client’s unique concerns, obligations and goals.

We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts ensuring we check egos at the door, take accountability and are thoughtfully driven.

Fiducient Advisors seeks a driven, team-oriented, and resourceful Consulting Analyst to join our team in Chicago, IL or Windsor, CT. Working closely with Investment Consultants, the Consulting Analyst contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s Defined Contribution client portfolios, aligning with our mission of helping clients prosper. Ideal candidates possess a minimum of two years of investment experience, robust organizational and communication skills, and can quickly adapt to a fast-paced, collaborative environment with the ability to manage multiple priorities under tight deadlines.

Responsibilities

• 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 create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients
• Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients
• Issue and evaluate vendor Request for Information (RFIs) or Request for Proposals (RFPs) and prepare related analysis and deliverables
• Respond to periodic audit requests for investment-related data and analysis
• Conduct special ad-hoc analysis 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

Knowledge, Skills & Abilities

• 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
• Proficiency in Microsoft Suite is required
• 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 plan (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
• Ability to multi-task and prioritize under tight deadlines
• Detail-oriented with a high level of accuracy and organization
• Driven professional with a positive attitude and adaptable
• Proven ability to work independently and engage within a team structure
• Excellent communication skills are essential
• Thoughtfully driven, accountable, and able to check your ego

Travel Requirements

Up to 10% travel for client meetings, trainings, and business events (in pre/post-COVID environment)

Work Environment

• This role works in a professional office environment located in Windsor, CT, Chicago, IL, Wellesley, MA, or Washington, DC
• This role routinely uses standard office equipment such as computers, phones and photocopiers

Physical Job Expectations

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.

• Sitting, particularly for sustained periods of time
• Regularly required to speak and hear
• Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
• Ability to lift up to 25 pounds
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions