- Lead portfolio evaluation and financial planning reviews for new clients in collaboration with multiple firm teams.
- Develop investment policy statements aligned with clients' objectives and constraints.
- Create asset allocation, financial planning analysis, and manager selection.
- Collaborate with Investment Research to devise solutions for client portfolios.
- Customize components for client reports and meeting materials.
- Manage client account administration and approved trading requests.
- Analyze and implement investment decisions, reallocations, and rebalancing.
- Work on optimal reporting solutions with Performance Analytics.
- Respond to audit requests for investment data and analyses.
- Communicate effectively with Investment Consultants on client matters.
- Follow up on meeting action items promptly and accurately.
- Maintain precise client account records in the CRM system.
- Conduct special analyses and projects as needed.
- Foster a collaborative and independent work approach.
- Bachelor's Degree in Finance, Accounting, Investing, or Economics.
- 2-5 Years of experience in the financial services industry.
- Proficient in Microsoft Suite.
- Knowledge of mutual funds, investment managers, and asset allocation principles.
- Ability to build relationships and establish rapport effectively.
- Strong communication and presentation skills.
- Adaptability to shifting priorities and independent work.
- Sound judgment and problem-solving capabilities.
- Innovative, curious, and enthusiastic mindset.
- Detail-oriented with high accuracy and organizational skills.
- Promotes inclusive and equitable working relationships.
- Passionate about diversity, equity, inclusion, and anti-racism.
- Minimal (up to 5%) travel for training or events.
- Hybrid work model - three office days, two remote days.
- Maintain a stationary position and operate office equipment.
- Effective communication and mobility within the office.
- Ability to lift equipment up to 25 pounds.
- Reasonable accommodations for individuals with disabilities.
- Generous PTO with optional rollover.
- Wellness programs and support.
- Employee development opportunities.
- 401K plan with company match.
- Cell Phone Reimbursement Program.
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Consulting Analyst, The Wealth Office - Boston, United States - Fiducient Advisors
Description
Fiducient Advisors - Investment Consulting Analyst
Fiducient Advisors delivers tailored investment consulting services to various clients, including retirement plan sponsors, endowments, foundations, and financial institutions, with a dedicated team of over 200 professionals nationwide. Our goal is clear: to assist clients in thriving.
Responsibilities:
Required Qualifications:
Essential Traits:
Work Environment & Travel:
Physical Expectations:
What We Offer:
A welcoming workplace that values authenticity and diversity, committed to ongoing education and diversity initiatives. We aim to drive positive change within and beyond our industry.
Benefits:
Fiducient Advisors - Equal Opportunity Employer
We are dedicated to providing equal opportunities to all employees and applicants, fostering an environment of respect and sensitivity to all individuals, regardless of background or characteristics. Our commitment to diversity, equity, inclusion, and anti-racism drives our actions and initiatives as an organization.
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