Consulting Analyst – Institutional

Summary:

The Consulting Analyst is responsible for contributing directly to a superior client experience while working closely with Investment Consultants through thoughtful and accurate analysis of the firm’s Endowment & Foundation and Defined Benefit Plan client portfolios, aligning with our mission of helping clients prosper.

Responsibilities:

• Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm
• Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions
• Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis
• Collaborate with Investment Research in developing solutions for client portfolios
• Develop fiduciary governance materials in preparation for quarterly reporting
• Analyze and create customized components for client reports and supplemental meeting materials as needed
• Analyze and develop trade recommendations to implement investment decisions, portfolio reallocations, or rebalancing, consistent with the firm’s risk management protocol and in compliance with client investment policy guidelines and firm-established policy and procedures. Closely monitor and respond to ongoing recurrent or ad hoc cash management needs in client portfolios
• Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients
• Issue and evaluate vendor Request for Information (RFIs) or Request for Proposals (RFPs) and prepare related analysis and deliverables
• Respond to periodic audit requests for investment-related data and analysis
• Conduct special ad-hoc analyses and projects as needed to support Investment Consultants
• Interact with and proactively communicate with Investment Consultants on all client matters and related projects
• Attend and present at client meetings in a supporting role on occasion
• 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

Required Education, Professional & Technical Experience:

• Bachelor’s degree required with a preferred concentration in Economics or Finance
• Two (2) to five (5) years of investment consulting or investment-related work experience
• Experience with servicing Institutional clients in a Discretionary Outsourced CIO (“OCIO”) servicing framework is a plus
• Proficiency in Microsoft Suite
• Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
• CFA candidate is a plus
• Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
• Intellectual curiosity about investments, asset allocation, and portfolio structure
• Fundamental knowledge of retirement plans (Defined Benefit and Defined Contribution) and nonprofit client marketplaces

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 10% 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:

We're proud to offer a competitive salary, PTO & paid holidays and 401(k) with match and more. The base salary range for this position is $65,000 – $85,000. 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.