Consulting Analyst - Retirement Plans

Position Overview

Fiducient Advisors provides tailored and personalized investment consulting services to retirement plan sponsors, endowments, foundations, private clients, and financial institutions. With over 200 professionals nationwide, we help our clients prosper. The Consulting Analyst works closely with Investment Consultants to deliver a superior client experience through thoughtful and accurate analysis of Defined Contribution client portfolios. Target start for this role is Summer 2025.

Key Responsibilities

• Lead portfolio evaluation/diagnostic reviews for new clients and collaborate with multiple teams
• Evaluate and construct investment policy statements based on client objectives, risk tolerance, and restrictions
• Analyze asset allocation structures, including modeling and portfolio optimization
• Collaborate with Investment Research to develop portfolio solutions
• Develop fiduciary governance materials for quarterly reporting
• Create customized components for client reports and supplemental meeting materials
• Plan and implement investment decisions, portfolio reallocations, and rebalancing, while monitoring ongoing client needs
• Work with Performance Analytics and Client Services to develop optimal client reporting solutions
• Manage vendor RFIs/RFPs, prepare analysis, and deliver related materials
• Respond to periodic audit requests for investment-related data and analysis
• Conduct ad-hoc analyses and projects in support of Investment Consultants
• Maintain proactive communication with Investment Consultants on client matters and projects
• Attend client meetings in a supporting role and follow up on action items promptly
• Keep accurate client account and investment records in the CRM
• Address client and vendor requests promptly and effectively

Required Qualifications

• Bachelor’s Degree required; preferred concentration in Economics or Finance
• Entry-level experience is welcome
• Proficiency in Microsoft Suite
• Experience with CRM systems, custody portals, and asset allocation modeling software is a plus
• CFA candidacy is a plus
• Knowledge of capital markets including domestic and foreign equity, fixed income, and alternative investments
• Fundamental understanding of retirement plan (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
• Strong ability to multi-task and prioritize under tight deadlines

Essential Traits:

• Ability to establish rapport and build relationships
• Exceptional communication with strong writing and presentation skills
• Adaptability and independence when priorities shift
• Sound judgment and problem-solving skills
• Innovative, curious, and enthusiastic attitude
• Detail-oriented with a high level of accuracy and organization
• Commitment to cultivating inclusive and equitable working relationships
• Passion for diversity, equity, inclusion, and anti-racism in the workplace

Benefits & Perks

• Compensation:Base salary range of $65,000–$85,000 with potential performance-based incentives (actual offer determined on a case-by-case basis).
• Paid Time Off:Generous PTO with optional rollover, personal/sick time, 10 holidays with additional half days, summer perks, bereavement time, and employer-paid parental, personal, and family leaves.
• Work Life Convenience Benefits:Exclusive wellness benefit programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more; KindBody – Family & Fertility Assistance; wellness reimbursement; professional development reimbursement; employee referral program; resource groups, mentorship, and new hire cohort; 401K Plan with company match; and cell phone reimbursement.
• Inclusive workplace committed to diversity, equity, inclusion, and anti-racism, with extensive professional development opportunities.