Posting Description
Summary:The Consulting Analyst II - Defined Contribution is responsible for providing intermediate-level analytical support, collaborating with consultants and team members to deliver accurate and insightful analysis for defined contribution clients. This role supports client projects, reporting, and process improvements to help clients achieve their retirement plan objectives.
Responsibilities:- Conduct diagnostic reviews for defined contribution clients, ensuring thorough analysis and actionable recommendations.
- Prepare client reports, quarterly governance materials, and supplemental meeting documents with accuracy and clarity.
- Respond to consultant requests and conduct special projects or ad-hoc analyses as needed.
- Collaborate with consultants, research, and client service teams to develop tailored solutions that address client needs and objectives.
- Evaluate and analyze vendor RFIs/RFPs, preparing related deliverables and recommendations.
- Attend client meetings in a supporting analytical role and respond to follow-up items as required.
- Maintain accurate client account and investment records in the CRM and respond to client and vendor requests in a timely manner.
- Leverage AI-powered tools and analytics to improve efficiency, insight generation, and decision-making across projects.
Required Education, Professional & Technical Experience:- Bachelor's Degree or relevant work experience (Finance, Economics, Mathematics, or related field preferred).
- 2+ years of investment consulting or financial industry experience, with a focus on defined contribution plans.
- Proficiency in Microsoft Suite (Excel, PowerPoint, Word); experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
- Strong quantitative and analytical skills, with experience in data modeling, statistical analysis, and reporting.
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 $75,000- $95,000. 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.
CONSU015275
