Fiducient Advisors
Overview
Base pay range: $65,000.00/yr - $85,000.00/yr. 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 contributing directly to a superior client experience while working closely with Investment Consultants through thoughtful and accurate analysis of the firm’s Endowment & Foundation and Defined Benefit Plan client portfolios, aligning with our mission of helping clients prosper. Responsibilities
Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis Collaborate with Investment Research in developing solutions for client portfolios Develop fiduciary governance materials in preparation for quarterly reporting Analyze and create customized components for client reports and supplemental meeting materials as needed Analyze and develop trade recommendations to implement investment decisions, portfolio reallocations, or rebalancing, consistent with the firm’s risk management protocol and in compliance with client investment policy guidelines and firm-established policy and procedures. Closely monitor and respond to ongoing recurrent or ad hoc cash management needs in client portfolios Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients Issue and evaluate vendor RFIs or RFPs and prepare related analysis and deliverables Respond to periodic audit requests for investment-related data and analysis Conduct special ad-hoc analyses and projects as needed to support Investment Consultants Interact with and proactively communicate with Investment Consultants on all client matters and related projects Attend and present at client meetings in a supporting role on occasion Respond to all meeting follow-up and action items in a timely and effective manner Maintain accurate client account and investment records in the CRM Respond to client and vendor requests in a timely and effective manner Qualifications
Bachelor’s degree required with a preferred concentration in Economics or Finance Two (2) to five (5) years of investment consulting or investment-related work experience Experience with servicing Institutional clients in a Discretionary Outsourced CIO (OCIO) servicing framework is a plus Proficiency in Microsoft Suite Previous experience with CRM, custody portals, and asset allocation modeling software is a plus CFA candidate is a plus Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments Intellectual curiosity about investments, asset allocation, and portfolio structure Fundamental knowledge of retirement plans (Defined Benefit and Defined Contribution) and nonprofit client marketplaces 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 collaborative working relationships to support a sense of belonging Passionate about working in an organization that values and promotes inclusion and belonging This role may travel up to 10% 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
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 inclusion and belonging. We strive to be active participants of change in and outside our industry. The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off
Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year 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 provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Seniority level
Associate Employment type
Full-time Job function
Analyst and Finance Referrals increase your chances of interviewing at Fiducient Advisors by 2x Get notified about new Consulting Specialist jobs in
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Base pay range: $65,000.00/yr - $85,000.00/yr. 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 contributing directly to a superior client experience while working closely with Investment Consultants through thoughtful and accurate analysis of the firm’s Endowment & Foundation and Defined Benefit Plan client portfolios, aligning with our mission of helping clients prosper. Responsibilities
Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis Collaborate with Investment Research in developing solutions for client portfolios Develop fiduciary governance materials in preparation for quarterly reporting Analyze and create customized components for client reports and supplemental meeting materials as needed Analyze and develop trade recommendations to implement investment decisions, portfolio reallocations, or rebalancing, consistent with the firm’s risk management protocol and in compliance with client investment policy guidelines and firm-established policy and procedures. Closely monitor and respond to ongoing recurrent or ad hoc cash management needs in client portfolios Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients Issue and evaluate vendor RFIs or RFPs and prepare related analysis and deliverables Respond to periodic audit requests for investment-related data and analysis Conduct special ad-hoc analyses and projects as needed to support Investment Consultants Interact with and proactively communicate with Investment Consultants on all client matters and related projects Attend and present at client meetings in a supporting role on occasion Respond to all meeting follow-up and action items in a timely and effective manner Maintain accurate client account and investment records in the CRM Respond to client and vendor requests in a timely and effective manner Qualifications
Bachelor’s degree required with a preferred concentration in Economics or Finance Two (2) to five (5) years of investment consulting or investment-related work experience Experience with servicing Institutional clients in a Discretionary Outsourced CIO (OCIO) servicing framework is a plus Proficiency in Microsoft Suite Previous experience with CRM, custody portals, and asset allocation modeling software is a plus CFA candidate is a plus Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments Intellectual curiosity about investments, asset allocation, and portfolio structure Fundamental knowledge of retirement plans (Defined Benefit and Defined Contribution) and nonprofit client marketplaces 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 collaborative working relationships to support a sense of belonging Passionate about working in an organization that values and promotes inclusion and belonging This role may travel up to 10% 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
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 inclusion and belonging. We strive to be active participants of change in and outside our industry. The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off
Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year 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 provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Seniority level
Associate Employment type
Full-time Job function
Analyst and Finance Referrals increase your chances of interviewing at Fiducient Advisors by 2x Get notified about new Consulting Specialist jobs in
Boston, MA . We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr