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 create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients
• 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
• Entry-level experience welcome
• 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 plan (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
• Ability to multi-task and prioritize under tight deadlines
• Driven professional with a positive attitude and adaptable
• Proven ability to work independently and engage within a team structure

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 equitable working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.

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.

Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.