Defined Contribution Analyst - Hybrid, Data-Driven Impact

NFP Corp; Chicago (IL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

401K Plan with company match

Wellness Reimbursement Program

Professional Development Reimbursement

Employee Resource Groups

Job summary

Fiducient Advisors, part of Wealthspire, is seeking a Consulting Analyst – Defined Contribution to provide analytical support for defined contribution clients. You will collaborate with consultants, prepare reports, and assist with ad-hoc analyses to deliver actionable insights.

The role requires a bachelor’s degree or equivalent experience, strong data skills, and experience with Excel and data visualization tools. It offers a hybrid work model and potential for incentives based on performance.

Qualifications

• Bachelor’s Degree or relevant work experience in Finance, Economics, Mathematics, or related field preferred.
• Entry-level experience welcome.
• Proficiency in Microsoft Suite (Excel, PowerPoint, Word); experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
• Strong quantitative and analytical skills, with experience in data modeling, statistical analysis, and reporting.

Responsibilities

• Conduct diagnostic reviews for defined contribution clients, ensuring thorough analysis and actionable recommendations.
• Prepare client reports, quarterly governance materials, and supplemental meeting documents with accuracy and clarity.
• Respond to consultant requests and conduct special projects or ad-hoc analyses as needed.
• Collaborate with consultants, research, and client service teams to develop tailored solutions that address client needs and objectives.
• Evaluate and analyze vendor RFIs/RFPs, preparing related deliverables and recommendations.
• Attend client meetings in a supporting analytical role and respond to follow-up items as required.
• Maintain accurate client account and investment records in the CRM and respond to client and vendor requests in a timely manner.
• Leverage AI‑powered tools and analytics to improve efficiency, insight generation, and decision‑making across projects.

Skills

Excel

Power BI

Tableau

Data analysis

Statistical analysis

Education

Bachelor's degree

Tools

Tableau

Power BI

Job description

Fiducient Advisors, part of Wealthspire, is seeking a Consulting Analyst – Defined Contribution to provide analytical support for defined contribution clients. You will collaborate with consultants, prepare reports, and assist with ad-hoc analyses to deliver actionable insights.

The role requires a bachelor’s degree or equivalent experience, strong data skills, and experience with Excel and data visualization tools. It offers a hybrid work model and potential for incentives based on performance.