Investment Consulting Analyst — Hybrid, AI Tools

NFP, an Aon company; Chicago (IL); Hybride; USD 65 000 - 87 000; Plein temps

Avantages offerts par ce poste

PTO with rollover option

Wellness programs

401K with company match

Professional development support

Employee resource groups

Résumé du poste

Wealthspire Institutional seeks a Consulting Analyst to enhance client experience by collaborating with Investment Consultants on endowment & foundation and defined benefit plan portfolios. You will model asset allocations, draft IPS, and support fiduciary governance while leveraging AI-assisted tools for accuracy.

You will travel up to 10% and participate in a hybrid work model with in-office and remote days, contributing to client reporting and investment decision processes.

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 servicing Institutional clients in a Discretionary Outsourced CIO (OCIO) framework is a plus.
• Proficiency in Microsoft Suite.
• Previous experience with CRM, custody portals, and asset allocation modeling software is a plus.
• Familiarity with AI-enabled productivity or analytical tools (e.g., Copilot, large language model–based assistants, automation tools, or analytical copilots).
• Ability to critically review, validate, and refine AI-assisted outputs, ensuring accuracy and alignment with fiduciary standards.
• Knowledge of capital markets and retirement plans; CFA candidate is a plus.

Responsabilités

• Lead portfolio evaluation and diagnostic review for new clients with cross-team collaboration.
• Evaluate and construct investment policy statements aligned with client objectives and risk tolerance.
• Analyze asset allocation structure and run portfolio optimization with approved tools.
• Collaborate with Investment Research to develop client solutions.
• Develop fiduciary governance materials for quarterly reporting.
• Prepare client reports and materials using AI tools for drafting and quality control.
• Develop trade recommendations and monitor cash needs within policy guidelines.
• Collaborate with Performance Analytics and Client Services for reporting solutions.
• Issue RFIs and RFPs using AI-enabled data extraction and synthesis.
• Support Investment Consultants in ad-hoc analyses and client interactions.
• Ensure accuracy of AI-assisted outputs and present at client meetings when needed.

Connaissances

Exceptional communication

Attention to detail

Analytical thinking

Adaptability

Team collaboration

Formation

Bachelor's degree in Economics or Finance

CFA candidate (plus)

Outils

Microsoft Suite

CRM

Asset allocation modeling software

AI-enabled tools

Description du poste

Wealthspire Institutional seeks a Consulting Analyst to enhance client experience by collaborating with Investment Consultants on endowment & foundation and defined benefit plan portfolios. You will model asset allocations, draft IPS, and support fiduciary governance while leveraging AI-assisted tools for accuracy.

You will travel up to 10% and participate in a hybrid work model with in-office and remote days, contributing to client reporting and investment decision processes.