AI-Enabled Institutional Consulting Analyst (Hybrid)

Fiducient Advisors; Chicago (IL); Hybrid; USD 65,000 - 87,000; Full time

Benefits offered by this job

Generous PTO and holidays

Parental/personal leave

Wellness programs and employee perks

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Consulting Analyst to support Investment Consultants in Endowment & Foundation and Defined Benefit Plan client portfolios. You will lead diagnostics, craft policy statements, and optimize asset allocation using AI-enabled tools, collaborating with multiple internal teams.

Ideal candidates have 2–5 years in investment consulting, strong MS Office skills, and familiarity with CRM, custody portals, and asset allocation software.

Qualifications

• Bachelor’s degree required with a preferred concentration in Economics or Finance.
• Two to five years of investment consulting or investment-related work experience.
• Experience with servicing Institutional clients in a Discretionary OCIO framework is a plus.
• Proficiency in Microsoft Suite.
• Familiarity with CRM, custody portals, and asset allocation modeling software.
• Familiarity with AI-enabled productivity or analytical tools to support research, drafting, reconciliation, summarization, or quality control of analytical outputs.
• Ability to review, validate, and refine AI-assisted outputs.

Responsibilities

• Lead portfolio evaluation and diagnostic reviews for new clients.
• Evaluate and craft investment policy statements aligned with client objectives and risk tolerance.
• Analyze asset allocation and perform portfolio optimization using approved tools.
• Collaborate with Investment Research to develop client portfolio solutions.
• Develop fiduciary governance materials for quarterly reporting.
• Prepare client reports and meeting materials with AI-assisted drafting and QC.

Skills

Microsoft Suite

CRM experience

Communication skills

Analytical mindset

Attention to detail

Education

Bachelor's degree in Economics or Finance

Tools

CRM systems

Custody portals

Asset allocation modeling software

AI-enabled productivity tools (Copilot, LLM assistants)

Job description

Fiducient Advisors, part of Wealthspire, seeks a Consulting Analyst to support Investment Consultants in Endowment & Foundation and Defined Benefit Plan client portfolios. You will lead diagnostics, craft policy statements, and optimize asset allocation using AI-enabled tools, collaborating with multiple internal teams.

Ideal candidates have 2–5 years in investment consulting, strong MS Office skills, and familiarity with CRM, custody portals, and asset allocation software.