Investment Consulting Analyst

Fiducient Advisors is seeking an Investment Consulting Analyst to join our team in providing personalized investment consulting services to a variety of clients. This position involves collaborating with multiple teams to evaluate client portfolios and develop investment solutions in line with our mission of helping clients prosper.

Responsibilities:

• Lead portfolio evaluation and financial planning reviews for new clients
• Evaluate and construct investment policy statements consistent with clients' objectives
• Collaborate with Investment Research to develop solutions for client portfolios
• Analyze and create customized components for client reports
• Facilitate client account administration and trading requests
• Interact with and communicate with Investment Consultants on client matters
• Conduct ad-hoc analyses and projects to support Investment Consultants

Requirements:

• Bachelor's Degree in Finance, Accounting, Investing, or Economics
• 2-5 Years of financial services industry experience
• Proficiency in Microsoft Suite
• Knowledge of mutual funds, investment managers, and asset allocation principles

Work Environment:

• Hybrid work model with three days in the office and two days remotely
• Possible travel up to 5% of the time for training and business/events