Hybrid Consulting Analyst: Investment Portfolios & AI Tools

Aon plc; Chicago (IL); Hybride; USD 65 000 - 87 000; Plein temps

Avantages offerts par ce poste

Wellness benefit programs

401K with company match

Generous PTO and holidays

Résumé du poste

Fiducient Advisors, part of Wealthspire, is seeking a Consulting Analyst to contribute to superior client experiences by analyzing Endowment & Foundation and Defined Benefit Plan portfolios. You will lead portfolio evaluations, develop IPSs, analyze asset allocations, and collaborate with Investment Research to deliver tailored insights.

This hybrid role supports AI-assisted drafting and governance materials for quarterly reporting.

Qualifications

• Bachelor’s degree in Economics or Finance.
• Two to five years of investment consulting or investment-related work experience.
• Familiarity with AI-enabled productivity tools to support research, drafting, reconciliation, summarization, or quality control.

Responsabilités

• Lead portfolio evaluation/diagnostic reviews for new clients with cross-team collaboration.
• Evaluate and construct investment policy statements aligned with client objectives and risk tolerance.
• Analyze asset allocation structures and perform portfolio optimization analyses.
• Develop fiduciary governance materials for quarterly reporting.
• Prepare client reports and meeting materials, utilizing approved AI tools for drafting and quality control.

Connaissances

Microsoft Suite

AI tools familiarity

Strong communication

Relationship building

Investment knowledge

Formation

Bachelor’s degree in Economics or Finance

CFA candidate (a plus)

Outils

CRM

Custody portals

Asset allocation modeling software

AI copilots/ Copilot

Description du poste

Fiducient Advisors, part of Wealthspire, is seeking a Consulting Analyst to contribute to superior client experiences by analyzing Endowment & Foundation and Defined Benefit Plan portfolios. You will lead portfolio evaluations, develop IPSs, analyze asset allocations, and collaborate with Investment Research to deliver tailored insights.

This hybrid role supports AI-assisted drafting and governance materials for quarterly reporting.