Posting Description
Summary:The Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm's private wealth client portfolios, aligning with our mission of helping clients prosper.
Responsibilities:- Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm
- Evaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restriction
- Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis
- Collaborate with Investment Research in developing solutions for client portfolios
- Analyze and create customized components for client reports and supplemental meeting materials as needed
- Facilitate all aspects of client account administration
- Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office
- Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfolios
- Collaborate with Performance Analytics in developing optimal reporting solutions for clients
- Respond to periodic audit requests for investment-related data and analysis
- Interact with and proactively communicate with Investment Consultants on all client matters and related projects
- Respond to all meeting follow-up and action items in a timely and effective manner
- Maintain accurate client account and investment records in the CRM
- Respond to client and vendor requests in a timely and effective manner
- Conduct special ad-hoc analyses and projects as needed to support Investment Consultants
- Engenders a team-based and collaborative approach to their work, while comfortable working independently without supervision. Successful candidates will take pride in their work product and be accountable for their participation on the team
Required Education, Professional & Technical Experience:- Bachelor's Degree with a preferred concentration in Finance, Accounting, Investing, or Economics
- 2-5 Years of financial services industry experience
- CFA or CFP designation, or current progress toward certification, preferred
- Proficiency in Microsoft Suite
- Knowledge of mutual funds/investment managers, accounts, and investment-related administrative procedures and asset allocation principles
Essential Traits:- Thoughtful ability to establish rapport and build relationships.
- Exceptional communication in a public setting with notable writing and presentation skills.
- Adaptability when priorities shift and able to work independently.
- Sound judgment and problem-solving skills.
- Innovative, curious, and enthusiastic.
- Detail-oriented with a high level of accuracy and organization.
- Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
- Passionate about working in an organization that values and promotes inclusion and belonging.
Work Environment & Travel Requirements:- This role may travel up to 5% of the time for training and or business/events.
- This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
What We Offer:The base salary range for this position is $71,000- $104,000 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
CONSU015039
