Focus Partners Wealth · 21 hours ago
Institutional Consulting Analyst
West Hartford, CT
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $100K/yrFocus Partners Wealth is seeking an Institutional Consulting Analyst to join their team. This role involves supporting the Institutional team by conducting investment research, generating client-facing reports, and assisting in portfolio management to ensure alignment with client objectives.
ConsultingFinancial Services
Responsibilities
Conduct investment research and due diligence. Perform in-depth qualitative and quantitative analysis on various investment vehicles, including mutual funds, ETFs, CITs, and Separately Managed Accounts
Analyze and monitor market trends, economic indicators, and regulatory changes to assess their potential impact on investment strategies and client portfolios
Support portfolio management. Assist in the construction, rebalancing, and ongoing monitoring of client portfolios to ensure alignment with client objectives and risk tolerance
Prepare and present reports. Create clear and concise investment reports, presentations, and commentaries for internal use and client meetings. Translate complex data into digestible summaries for advisors and clients
Ensure compliance. Adhere to all firm policies and regulatory standards maintaining records of all investment research and activities
Collaborate across teams. Work collaboratively with financial advisors, client service associates, and the compliance department to provide seamless support and analysis
Contribute to a positive team environment by sharing knowledge, best practices, and insights
Communicate clearly and professionally with clients, custodians, and internal stakeholders via phone, email, and other channels
Provide timely and accurate information to resolve inquiries, address issues, and offer updates on account status
Proactively anticipate and resolve complex situations, identifying potential issues before they arise
Produce on-demand and scheduled reporting for advisors and clients as needed
Participate in team meetings, training sessions, and committee work as assigned
Manage and complete special projects throughout the year as required
Qualification
Required
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Series 65, or ability to obtain within 100 days
Relevant experience in investment management, financial services, or a similar role
Exceptional analytical, quantitative, and problem-solving abilities
Excellent written and verbal communication skills, with the ability to present complex information clearly
Proficiency in Microsoft Office Suite (especially Excel, Outlook, Word, and PowerPoint)
Proficiency in Adobe Writer
Comfortable working with databases, workflow systems, and CRMs (e.g., Salesforce, Tamarac, etc.)
Preferred
A CFA®, CIMA®, or similar professional designation is preferable
Familiarity with financial custodians (e.g., Fidelity, Schwab, Pershing) is a plus
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
Founded in 1986
1001-5000 employees
H1B Sponsorship
Focus Partners Wealth 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
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Craig S Jones
Managing Director, Rocky Mountain Region
Recent News
Business Insider
2025-04-26
InvestmentNews
2024-04-08
2024-04-08
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