Consulting Analyst, Financial Institutions

Chicago, IL, United States

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The Consulting Analyst is responsible for supporting Fiducient Advisors’ Financial Institutions consulting team in delivering solutions to the practice’s clients.

Responsibilities:

Support Fiducient Advisors Financial Institutions Practice consulting team in delivering solutions to 3rd party financial intermediary clients including asset allocation, investment research/selection, and marketing/communication resources

Develop and maintain monthly and quarterly ongoing investment due diligence reports utilizing various reporting packages including Morningstar and PARIS

Create and maintain additional client reports such as model portfolio fact-sheets

Support the consulting team in the creation of client-facing analyses including initial investment concentration and efficiency analyses, initial diagnostic observations and considerations analyses, and specific, one-off end-client portfolio analyses

Attend and present at client meetings in a supporting role on occasion

Provide ongoing support and respond to ad-hoc client requests in a timely and efficient manner

Required Education, Professional & Technical Experience

Bachelor’s Degree in Finance, Economics, or related concentration required

2-5 Years of Financial Industry Experience

Proficiency in Microsoft Suite

Proficient with Morningstar’s suite of tools is preferred but not required

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

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

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 (Summary Highlights)

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, Care.com, 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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