Francis LLC · 10 hours ago
Investment Consulting Analyst
Brookfield, WI
Full-time
Onsite
New Grad, Entry LevelFrancis LLC is an employee-owned Registered Investment Advisor with offices in Brookfield, Wisconsin and Minneapolis, MN. They are seeking an Investment Consulting Analyst to lead fiduciary review projects, implement process improvements, 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
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 on-site in our Brookfield, WI office
Benefits
Paid time off for volunteering
Tuition rembursement
Company
Francis LLC
Choosing a retirement plan consultant and financial wellness provider is an incredibly important and impactful decision for your organization and 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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