Hybrid Investment Consulting Analyst — AI-Driven Portfolios

Fiducient Advisors; Hartford (CT); Ibrido; USD 65.000 - 87.000; Tempo pieno

Vantaggi offerti da questo lavoro

401K Plan with company match

Wellness programs

Professional development reimbursement

Generous PTO and holidays

Descrizione del lavoro

Fiducient Advisors, part of Wealthspire, seeks an Analyst to support Endowment & Foundation and Defined Benefit Plan portfolios. You will perform portfolio analysis, build investment policy statements, and craft client reports with AI-assisted tools, under senior guidance.

The role emphasizes fiduciary governance, data accuracy, and collaboration with Investment Consultants, Research, and Client Services. Hybrid work is offered.

Competenze

• Bachelor’s degree in Economics or Finance.
• Two to five years of investment consulting or investment-related work experience.
• Experience servicing institutional clients in an Outsourced CIO framework is a plus.
• Proficiency with Microsoft Suite; CRM, custody portals, and asset allocation tools are a plus.
• Familiarity with AI-enabled productivity or analytical tools to support research, drafting, reconciliation, or quality control.

Mansioni

• Lead portfolio evaluation/diagnostic reviews for new clients and coordinate with multiple teams.
• Evaluate and construct investment policy statements aligned with client objectives and risk tolerance.
• Analyze asset allocation, model portfolios, and use AI tools to enhance efficiency and consistency.
• Develop fiduciary governance materials and customized client reports.
• Draft, reconcile, and quality-control analytical outputs using firm-approved tools.

Conoscenze

Financial analysis

Portfolio management

Communication skills

Problem solving

Relationship building

Formazione

Bachelor’s degree in Economics or Finance

Strumenti

Microsoft Excel

CRM software

Asset allocation modeling

AI tools

Descrizione del lavoro

Fiducient Advisors, part of Wealthspire, seeks an Analyst to support Endowment & Foundation and Defined Benefit Plan portfolios. You will perform portfolio analysis, build investment policy statements, and craft client reports with AI-assisted tools, under senior guidance.

The role emphasizes fiduciary governance, data accuracy, and collaboration with Investment Consultants, Research, and Client Services. Hybrid work is offered.