Consulting Analyst, The Wealth Office

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 works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm's private wealth client portfolios, aligning with our mission of helping clients prosper. Responsibilities:Proactively lead portfolio evaluationfinancial planning review efforts for new clients, collaborating with multiple teams at the firmEvaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restrictionsEvaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysisCollaborate with Investment Research in developing solutions for client portfoliosAnalyze and create customized components for client reports and supplemental meeting materials as neededFacilitate all aspects of client account administrationFacilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle OfficeAnalyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfoliosCollaborate with Performance Analytics in developing optimal reporting solutions for clientsRespond to periodic audit requests for investment-related data and analysisInteract with and proactively communicate with Investment Consultants on all client matters and related projectsRespond to all meeting follow-up and action items in a timely and effective mannerMaintain accurate client account and investment records in the CRMRespond to client and vendor requests in a timely and effective mannerConduct special ad-hoc analyses and projects as needed to support Investment ConsultantsEngenders a team-based and collaborative approach to their work, while comfortable working independently without supervision. Successful candidates will take pride in their work product and be accountable for their participation on the teamRequired Education, Professional & Technical Experience Bachelor's Degree with a preferred concentration in Finance, Accounting, Investing or Economics2-5 Years of financial services industry experienceProficiency in Microsoft SuiteKnowledge of mutual fundsinvestment managers, accounts, and investment-related administrative procedures and asset allocation principles Essential TraitsThoughtful 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 novative, 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 RequirementsThis role may travel up to 5% of the time for training and or businessevents.This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job ExpectationsThe 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 rolloverPersonalSick Time10 Holidays with additional half days off for specific holidays throughout the yearSummer PerksBereavement Time -inclusive time off for a loved one, unborn child, or pet.Employer Paid Parental, Personal and Family leaves.Professional Development Day for eligible examsWork Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, , Torchlight, Real Appeal, Peloton and moreKindBody - Family & Fertility AssistanceWellness Reimbursement ProgramProfessional Development Designation reimbursementEmployee Referral ProgramEmployee Resource Groups, Mentorship Program & New Hire Cohort401K Plan with company matchCell 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.

Created: 2024-11-01