Consulting Analyst

NFP Corp•Chicago, IL

2d•$70,000 - $73,500•Hybrid

About The Position

The Consulting Analyst supports Wealthspire Institutional’s Investments Practice consulting team in delivering investment-related solutions to third-party financial intermediary clients. The role contributes to asset allocation, investment research and selection, and marketing and communication resources. It develops and maintains recurring investment due diligence reports and other client reports, and supports the preparation of client-facing analyses. The analyst may attend and present at client meetings in a supporting role and provides timely, efficient support for ongoing and ad-hoc client requests. The position follows a hybrid work model, with three days in a professional office environment and two days remotely. It may require travel of up to 5% for training or business events.

Requirements

Bachelor’s degree required; a concentration in Finance, Accounting, Investing, or Economics is preferred.
2–5 years of financial industry experience.
Proficiency in Microsoft Suite.
Ability to establish rapport and build relationships.
Exceptional communication in public settings, with strong writing and presentation skills.
Adaptability when priorities shift and ability to work independently.
Sound judgment and problem-solving skills.
Detail-oriented, with a high level of accuracy and organization.
Ability to cultivate inclusive and collaborative working relationships and support a sense of belonging.
Passion for working in an organization that values and promotes inclusion and belonging.

Nice To Haves

Proficiency with Morningstar’s suite of tools is preferred but not required.
Innovative, curious, and enthusiastic approach.

Responsibilities

Support the Investments Practice consulting team in delivering solutions to third-party financial intermediary clients, including asset allocation, investment research and selection, and marketing and communication resources.
Develop and maintain monthly and quarterly investment due diligence reports using reporting packages such as Morningstar and Venn.
Create and maintain additional client reports, such as model portfolio fact sheets.
Support the creation of client-facing analyses, including initial investment concentration and efficiency analyses, diagnostic observations and considerations, and one-off end-client portfolio analyses.
Attend and present at client meetings in a supporting role on occasion.
Provide ongoing support and respond to ad-hoc client requests in a timely and efficient manner.