Institutional Consulting Analyst - West Hartford, CT

Position Summary · Focus Partners Wealth is seeking an Institutional Consulting Analyst to join our team As an Institutional Consulting Analyst, you will play a pivotal role in supporting the Institutional team located in West Hartford, CT. This individual will work closely with ...

Job description

Position Summary

Focus Partners Wealth is seeking an Institutional Consulting Analyst to join our team As an Institutional Consulting Analyst, you will play a pivotal role in supporting the Institutional team located in West Hartford, CT. This individual will work closely with the team to make informed decisions, generate client-facing reports, and help construct and monitor client portfolios. The ideal candidate is analytical, detail-oriented, and passionate about financial markets, client service and investment research.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Conduct investment research and due diligence. Perform in-depth qualitative and quantitative analysis on various investment vehicles, including mutual funds, ETFs, CITs, and Separately Managed Accounts.
• Analyze and monitor market trends, economic indicators, and regulatory changes to assess their potential impact on investment strategies and client portfolios.
• Support portfolio management. Assist in the construction, rebalancing, and ongoing monitoring of client portfolios to ensure alignment with client objectives and risk tolerance.
• Prepare and present reports. Create clear and concise investment reports, presentations, and commentaries for internal use and client meetings. Translate complex data into digestible summaries for advisors and clients.
• Ensure compliance. Adhere to all firm policies and regulatory standards maintaining records of all investment research and activities.
• Collaborate across teams. Work collaboratively with financial advisors, client service associates, and the compliance department to provide seamless support and analysis. 
• Contribute to a positive team environment by sharing knowledge, best practices, and insights.
• Communicate clearly and professionally with clients, custodians, and internal stakeholders via phone, email, and other channels.
• Provide timely and accurate information to resolve inquiries, address issues, and offer updates on account status.
• Proactively anticipate and resolve complex situations, identifying potential issues before they arise.
• Produce on-demand and scheduled reporting for advisors and clients as needed.
• Participate in team meetings, training sessions, and committee work as assigned.
• Manage and complete special projects throughout the year as required.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Series 65, or ability to obtain within 100 days.
• A CFA, CIMA, or similar professional designation is preferable.
• Relevant experience in investment management, financial services, or a similar role.
• Exceptional analytical, quantitative, and problem-solving abilities.
• Excellent written and verbal communication skills, with the ability to present complex information clearly.
• Proficiency in Microsoft Office Suite (especially Excel, Outlook, Word, and PowerPoint).
• Proficiency in Adobe Writer.
• Comfortable working with databases, workflow systems, and CRMs (e.g., Salesforce, Tamarac, etc.).
• Familiarity with financial custodians (e.g., Fidelity, Schwab, Pershing) is a plus.

The annualized base pay range for this role is expected to be between $90,000-$100,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit  or follow the company on LinkedIn.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.