Investment Consulting Analyst – Endowment & DB Plans

AON PLC; Chicago (IL); Hybrid; USD 65,000 - 87,000; Full time

Benefits offered by this job

401K Plan with company match

Wellness programs and benefits

Generous PTO and holidays

Professional development opportunities

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Consulting Analyst to support Investment Consultants with rigorous portfolio analysis and fiduciary governance. You will leverage AI-enabled tools to draft, summarize, and quality‑check outputs, while maintaining strong client relationships.

The role emphasizes collaboration across teams, preparation for client meetings, and adherence to fiduciary standards in an environment with hybrid office/remote work.

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 Outsourced CIO framework is a plus.
• Proficiency in Microsoft Suite.
• Familiarity with AI-enabled productivity or analytical tools to support research, drafting, reconciliation, summarization, or quality control of analytical outputs.
• CFA candidate is a plus.
• Knowledge of capital markets and retirement plans for nonprofit client marketplaces.

Responsibilities

• Proactively lead portfolio evaluation/diagnostic review effort for new clients.
• Evaluate and construct investment policy statements aligned with client objectives and risk tolerance.
• Analyze asset allocation structure including modeling and portfolio optimization using AI-enabled tools.
• Collaborate with Investment Research to develop solutions for client portfolios.
• Develop fiduciary governance materials for quarterly reporting.
• Analyze and create customized client reports and meeting materials with AI support.
• Develop trade recommendations and monitor cash management needs.
• Interact with Investment Consultants on client matters and projects.
• Attend client meetings in a supporting role as needed.

Skills

AI-enabled tools familiarity

Investment knowledge

Excellent communication

Analytical reasoning

Relationship building

Adaptability

Education

Bachelor’s degree in Economics or Finance

Tools

Microsoft Suite

CRM

Custody portals

Asset allocation modeling software

Job description

Fiducient Advisors, part of Wealthspire, seeks a Consulting Analyst to support Investment Consultants with rigorous portfolio analysis and fiduciary governance. You will leverage AI-enabled tools to draft, summarize, and quality‑check outputs, while maintaining strong client relationships.

The role emphasizes collaboration across teams, preparation for client meetings, and adherence to fiduciary standards in an environment with hybrid office/remote work.