Francis · 9 minutes ago
Investment Consulting Analyst
Brookfield, WI
Full-time
Onsite
New Grad, Entry LevelFrancis LLC is an employee-owned Registered Investment Advisor with a focus on designing and operating retirement plans for companies. The Investment Consulting Analyst will lead projects for annual fiduciary reviews, implement continuous improvement processes, and assist in client onboarding and relationship management.
AdviceConsultingFinancial ServicesRetirement
Hiring Manager
Edward McIlveen, CFA
Responsibilities
Serve as project lead for preparing annual fiduciary review documents – ensure procurement of necessary data and resources, coordinate with clients and senior consultants to complete delivery of the reports
The IC Analyst will identify and implement processes and procedures for continuous improvements
Ongoing initiatives include maintaining training modules and curriculum for client onboarding purposes and assisting relationship management with meeting materials and records
Both as lead in the completion of the annual fiduciary review and elsewhere in the organization, your skills in technology such as Excel and other areas will be called upon to assist in the development of firm-wide initiatives
Qualification
Required
Serve as project lead for preparing annual fiduciary review documents – ensure procurement of necessary data and resources, coordinate with clients and senior consultants to complete delivery of the reports
The IC Analyst will identify and implement processes and procedures for continuous improvements
Ongoing initiatives include maintaining training modules and curriculum for client onboarding purposes and assisting relationship management with meeting materials and records
Both as lead in the completion of the annual fiduciary review and elsewhere in the organization, your skills in technology such as Excel and other areas will be called upon to assist in the development of firm-wide initiatives
Preferred
Recent college grad, financial analysts, retail bankers, project managers, and educators encouraged to apply
Experience with Microsoft Office with Excel, PowerPoint being the two dominant applications for the primary job functions
The role is primarily internal and includes communications with clients. Professional communication abilities essential
Familiarity with Morningstar Direct not necessary but note in your correspondence if you have prior experience
This position is on-site in our Brookfield, WI office
Benefits
Paid time off for volunteering
Tuition reimbursement
Company
Francis
Building the best retirement plans possible with employers and achieving Work-Life-Money Balance with their employees.
Founded in 1988
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Edward McIlveen, CFA
Chief Investment Officer - Vice President Investment Consulting
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