Consulting Analyst

NFP Corp•Chicago, IL

2d•$65,000 - $87,000•Hybrid

About The Position

The Consulting Analyst contributes directly to a superior client experience by working closely with Investment Consultants and providing thoughtful, accurate analysis of Endowment & Foundation and Defined Benefit Plan client portfolios. The role supports the firm’s mission of helping clients prosper through portfolio evaluation, investment analysis, fiduciary governance, reporting, and client service. The analyst collaborates with Investment Research, Performance Analytics, Client Services, and other teams to develop portfolio solutions and reporting. The role uses firm-approved analytical and AI-enabled tools to support research, drafting, summarization, reconciliation, and quality control; the analyst is responsible for reviewing and validating all final deliverables. The position may travel up to 10% for training or business events and follows a hybrid model, with three days in a professional office and two days remotely.

Requirements

Bachelor’s degree required.
Two to five years of investment consulting or investment-related work experience.
Proficiency in Microsoft Suite.
Familiarity with AI-enabled productivity or analytical tools to support research, drafting, reconciliation, summarization, or quality control of analytical outputs.
Ability to critically review, validate, and refine AI-assisted outputs for accuracy, consistency, and alignment with fiduciary and firm standards.
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, including Defined Benefit and Defined Contribution plans, and nonprofit client marketplaces.
Ability to establish rapport and build relationships.
Ability to adopt firm-approved analytical tools thoughtfully while maintaining strong judgment and attention to detail.
Exceptional public-setting communication, writing, and presentation skills.
Adaptability when priorities shift and ability to work independently.
Sound judgment and problem-solving skills.
Detail-oriented approach with a high level of accuracy and organization.
Ability to cultivate inclusive and collaborative working relationships and support a sense of belonging.
Ability to remain stationary for up to eight hours.
Ability to operate a computer and office productivity machinery, such as a calculator, copy machine, and computer printer.
Ability to communicate information and ideas clearly and exchange accurate information.
Ability at times to move throughout the building to access different areas.
Ability to move equipment weighing up to 25 pounds.

Nice To Haves

Preferred concentration in Economics or Finance for the required bachelor’s degree.
Experience servicing institutional clients in a Discretionary Outsourced CIO (OCIO) servicing framework.
Previous experience with CRM systems, custody portals, and asset allocation modeling software.
CFA candidate.

Responsibilities

Proactively lead portfolio evaluation and diagnostic reviews for new clients, collaborating across multiple firm teams.
Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions.
Analyze client portfolio asset allocation, including modeling and portfolio optimization using approved analytical and AI-enabled tools.
Collaborate with Investment Research to develop solutions for client portfolios.
Develop fiduciary governance materials for quarterly reporting.
Analyze and create customized client report components and supplemental meeting materials, using approved AI tools to assist with drafting, summarization, and quality control.
Analyze and develop trade recommendations for investment decisions, portfolio reallocations, or rebalancing in accordance with risk-management protocols, client investment policy guidelines, and firm policies and procedures.
Monitor and respond to recurrent or ad hoc cash-management needs in client portfolios.
Collaborate with Performance Analytics and Client Services to develop optimal client reporting solutions.
Issue and evaluate vendor RFIs and RFPs, using AI-enabled tools to support data extraction, comparison, and synthesis while exercising independent judgment.
Respond to periodic audit requests for investment-related data and analysis.
Conduct special ad hoc analyses and projects to support Investment Consultants.
Communicate proactively with Investment Consultants about client matters and related projects.
Use AI tools to support drafting, summarization, reconciliation, and quality control of analytical outputs, and review and validate final deliverables.
Attend and occasionally present at client meetings in a supporting role.
Complete 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.

Benefits

Generous paid time off with optional rollover.
Personal and sick time.
10 holidays, with additional half days off for specific holidays throughout the year.
Summer perks.
Bereavement time, including for a loved one, unborn child, or pet.
Employer-paid parental, personal, and family leaves.
Professional Development Day for eligible exams.
Wellness benefit programs, including VirginPulse, Care.com, Torchlight, Real Appeal, and Peloton.
KindBody family and fertility assistance.
Wellness reimbursement program.
Professional development designation reimbursement.
Employee referral program.
Employee Resource Groups, mentorship program, and new-hire cohort.
401(k) plan with company match.
Cell phone reimbursement program.
May be eligible for performance-based incentives.