Jobs
>
Chicago

    Consulting Analyst, Financial Institutions - Chicago, United States - Fiducient Advisors

    Fiducient Advisors
    Fiducient Advisors Chicago, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    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, , 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.

  • State of Illinois

    Financial Institutions Examiner Trainee

    1 week ago

    State of Illinois Chicago, United States

    **Agency** : Department of Financial and Professional Regulation · **Division/Section/Unit**: Banking/Banks, Trust Companies and Savings Institutions/Chicago Commercial Bank Supervision · **HR Tracking #**: 36042 · **Working Title**:Financial Institutions Examiner Trainee · - Upw ...

  • Berkshire Hathaway Specialty Insurance

    AVP, Financial Institutions

    2 weeks ago

    Berkshire Hathaway Specialty Insurance Chicago, United States

    Job Description · Job DescriptionWho are we? · A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers aro ...

  • CNA Financial Corporation

    Underwriter - Financial Institutions

    2 weeks ago

    CNA Financial Corporation Chicago, United States

    Performs a combination of duties in accordance with departmental guidelines:Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops specialized endorsement language for highly complex Underwriter, Writer, Financial ...

  • Fiducient Advisors

    Consulting Analyst, Financial Institutions

    1 week ago

    Fiducient Advisors Chicago, 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 pu ...

  • Performance Trust

    Head of Financial Institutions Group

    2 weeks ago

    Performance Trust Chicago, United States

    Since 1994, we have pioneered revolutionary analytics, education, and decision-making with like-minded teammates and · clients to deliver outperformance. We create unimaginable futures together with game-changing insights, advice, world-class execution, and accountability to resu ...

  • Fiducient Advisors

    Consulting Analyst, Financial Institutions

    5 days ago

    Fiducient Advisors Chicago, 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 pu ...

  • CIBC

    Financials Institutions Relationship Manager

    2 weeks ago

    CIBC Chicago, United States

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Strata Decision Technology

    Software Implementation Analyst, Financial Institutions

    1 week ago

    Strata Decision Technology Chicago, United States Full time

    How you'll make an impact: · As an Implementation Analyst, you work collaboratively with our clients to implement our exciting portfolio of performance management solutions, including Budgeting, Forecasting, Strategy Management, Financial and Management Reporting, Funds Transfer ...

  • BERKSHIRE HATHAWAY SPEC INS

    Associate Underwriter, Financial Institutions Chicago, IL

    2 weeks ago

    BERKSHIRE HATHAWAY SPEC INS Chicago, United States

    Associate Underwriter, Financial Institutions · Are you looking for a place that truly values and accepts differences of perspectives and understands that winning together builds a stronger organization? · Are you looking for an organization that is a powerful platform driven by ...

  • AIG

    Underwriter I, Corporate Accounts, Financial Institutions

    1 week ago

    AIG Chicago, United States

    Underwriter · This Underwriter role will be an ideal next step in your career if you already have some relevant experience in insurance or this could be your entry into underwriting if you have transferable skills. · Make your mark in Underwriting · AIG underwriting teams help ...

  • American International Group

    Underwriter I, Corporate Accounts, Financial Institutions

    3 days ago

    American International Group Chicago, United States

    Underwriter · This Underwriter role will be an ideal next step in your career if you already have some relevant experience in insurance - or this could be your entry into underwriting if you have transferable skills. · Make your mark in Underwriting · AIG underwriting teams help ...

  • AIG

    Underwriter I, Corporate Accounts, Financial Institutions

    4 days ago

    AIG Chicago, United States

    Underwriter · This Underwriter role will be an ideal next step in your career if you already have some relevant experience in insurance · or this could be your entry into underwriting if you have transferable skills. · Make your mark in Underwriting · AIG underwriting teams h ...

  • AIG - American International Group, Inc.

    Underwriter I, Corporate Accounts, Financial Institutions

    1 week ago

    AIG - American International Group, Inc. Chicago, United States

    Underwriter. This Underwriter role will be an ideal next step in your career if you already have some relevant experience in insurance or this could be your entry into underwriting if you have transferable skills. Make your mark in Underwriting. AI Financial, Underwriter, Writer, ...

  • Canadian Imperial Bank of Commerce

    Commercial Banking Underwriter/Portfolio Manager: Financial Institutions

    2 weeks ago

    Canadian Imperial Bank of Commerce Chicago, United States

    Commercial Banking Underwriter/Portfolio Manager: Financial Institutions page is loaded · Commercial Banking Underwriter/Portfolio Manager: Financial Institutions · Apply · locations · Chicago, IL · time type · Full time · posted on · Posted 4 Days Ago · job requisition ...

  • CIBC

    Commercial Banking Underwriter/Portfolio Manager: Financial Institutions

    2 weeks ago

    CIBC Chicago, United States

    We're building a · relationship-oriented · bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have ...

  • Northern Trust Corp.

    Head of Global Institutional Client Group

    2 weeks ago

    Northern Trust Corp. Chicago, United States

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • University of Illinois

    Accounting Associate

    2 weeks ago

    University of Illinois Chicago, United States

    **Accounting Associate - Vice Chancellor for Finance** · **Hiring Department**: Budget & Financial Analysis · **Location**: Chicago, IL USA · **Requisition ID**: · **Posting Close Date**: May 22, 2024 · **Salary Range**:$65,000 - $85,000 · **About the University of Illinois Chic ...

  • State of Illinois

    Bank Examiner I

    1 week ago

    State of Illinois Chicago, United States

    **Agency** : Department of Financial and Professional Regulation · **Working Title**: BANK EXAMINER I-Upward Mobility Program · **Division/Section/Unit**: Banking/Banking, Trust Companies and Savings Institutions/Chicago Commerical Bank Supervision · **HR Tracking #**: 36043 · ** ...

  • NATIONAL COMMUNITY INVESTMENT FUND

    Analyst

    2 weeks ago

    NATIONAL COMMUNITY INVESTMENT FUND Chicago, United States

    **Job Title: Analyst** · **Reports to: Head of Line of Business to whom assigned · National Community Investment Fund (NCIF), national nonprofit Community Development Financial · Institution (CDFI) formed in 1996 with a mission to increase access to responsible financial products ...

  • Northern Trust Corp.

    Institutional Distribution Executive, Public Funds

    1 week ago

    Northern Trust Corp. Chicago, United States

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...