Investment Consulting Analyst

Company:  Fiducient Advisors
Location: Chicago
Closing Date: 30/10/2024
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
Apply Now
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