Fiducient Advisors · 1 day ago
Consulting Analyst - Institutional
Hartford, CT
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $85K/yr
2+ years expFiducient Advisors provides tailored investment consulting services to a variety of clients. The Consulting Analyst is responsible for enhancing client experiences through detailed analysis of investment portfolios and collaboration with Investment Consultants.
AdviceFinancial ServicesHealth CareProfessional Services
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 Request for Information (RFIs) or Request for Proposals (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
Qualification
Required
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
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
Benefits
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
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
Company
Fiducient Advisors
Fiducient Advisors specializes in retirement planning, healthcare, investment strategies, business consultation, and advisory services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-09-03Acquired
Leadership Team
Bob DiMeo
Chairman & Co-Founder
Recent News
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