NFP, an Aon company · 6 hours ago
Consulting Analyst – Institutional
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $85K/yr
2+ years expNFP Corp is dedicated to helping clients prosper, and they are seeking a Consulting Analyst to enhance client experience through detailed analysis of client portfolios. The role involves collaborating with Investment Consultants and other teams to evaluate portfolios, develop investment policies, and prepare reports for clients.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
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
Proficiency in Microsoft Suite
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
Preferred
Experience with servicing Institutional clients in a Discretionary Outsourced CIO (“OCIO”) servicing framework is a plus
Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
CFA candidate is a plus
Benefits
PTO & paid holidays
401(k) with match
Performance-based incentives
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase