Hybrid Defined Contribution Analytics Analyst

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

Benefits offered by this job

401K Plan with company match

Wellness programs

Professional development reimbursement

Employee Resource Groups

Cell Phone Reimbursement Program

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Consulting Analyst - Defined Contribution to provide analytical support to consultants and client teams. You will perform diagnostic reviews, prepare client reports, and assist with ad-hoc analyses to help clients meet retirement objectives.

The role emphasizes collaboration with consultants, data visualization capabilities, and leveraging AI-powered tools to boost efficiency and insight generation.

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) is required; experience with data visualization tools (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 AIpowered tools and analytics to improve efficiency, insight generation, and decisionmaking across projects.

Skills

Quantitative skills

Analytical skills

Microsoft Excel

PowerPoint

Power BI

Tableau

Data modeling

Statistical analysis

Reporting

Education

Bachelor's degree in Finance, Economics, Mathematics, or related field

Tools

Tableau

Power BI

Job description

Fiducient Advisors, part of Wealthspire, seeks a Consulting Analyst - Defined Contribution to provide analytical support to consultants and client teams. You will perform diagnostic reviews, prepare client reports, and assist with ad-hoc analyses to help clients meet retirement objectives.

The role emphasizes collaboration with consultants, data visualization capabilities, and leveraging AI-powered tools to boost efficiency and insight generation.