Company:
Fiducient Advisors
Location: Chicago
Closing Date: 31/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
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
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Fiducient Advisors