Investment Consulting Analyst, Endowments & Plans

Mackenzie Consultants Limited; Chicago (IL); Hybride; USD 65 000 - 87 000; Plein temps

Avantages offerts par ce poste

401K plan match

Paid time off

Wellness programs

Professional development

Résumé du poste

Wealthspire Institutional is seeking a Consulting Analyst to support Investment Consultants through rigorous portfolio analysis, IPS development, and client reporting. You will leverage AI-enabled tools to draft summaries, reconcile data, and ensure fiduciary compliance while collaborating across Investment Research and Client Services.

The role emphasizes a hybrid work model with travel up to 10% and opportunities to present at client meetings.

Qualifications

• Bachelor's degree in Economics or Finance.
• 2–5 years of investment consulting or related experience.
• Experience with OCIO servicing is a plus.
• Proficiency with Microsoft Excel and CRM systems.

Responsabilités

• Lead portfolio evaluation and diagnostic reviews for new clients.
• Develop investment policy statements aligned with client objectives and constraints.
• Analyze asset allocation and perform portfolio optimization using approved tools.
• Prepare fiduciary governance materials and client reporting.
• Draft, summarize, and quality-check analytical deliverables with AI tools.

Connaissances

Investment consulting

Portfolio analysis

AI tools

Communication

Research

Formation

Bachelor's degree in Economics

Bachelor's degree in Finance

Outils

CRM software

Asset allocation tools

Microsoft Excel

Description du poste

Wealthspire Institutional is seeking a Consulting Analyst to support Investment Consultants through rigorous portfolio analysis, IPS development, and client reporting. You will leverage AI-enabled tools to draft summaries, reconcile data, and ensure fiduciary compliance while collaborating across Investment Research and Client Services.

The role emphasizes a hybrid work model with travel up to 10% and opportunities to present at client meetings.