Institutional Consulting Analyst
About The Position
Focus Partners Wealth is seeking an Institutional Consulting Analyst to join our team! As an Institutional Consulting Analyst, you will play a pivotal role in supporting the Institutional team located in West Hartford, CT. This individual will work closely with the team to make informed decisions, generate client-facing reports, and help construct and monitor client portfolios. The ideal candidate is analytical, detail-oriented, and passionate about financial markets, client service and investment research. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Requirements
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Series 65, or ability to obtain within 100 days.
- Relevant experience in investment management, financial services, or a similar role.
- Exceptional analytical, quantitative, and problem-solving abilities.
- Excellent written and verbal communication skills, with the ability to present complex information clearly.
- Proficiency in Microsoft Office Suite (especially Excel, Outlook, Word, and PowerPoint).
- Proficiency in Adobe Writer.
- Comfortable working with databases, workflow systems, and CRMs (e.g., Salesforce, Tamarac, etc.).
Nice To Haves
- A CFA®, CIMA®, or similar professional designation is preferable.
- Familiarity with financial custodians (e.g., Fidelity, Schwab, Pershing) is a plus.
Responsibilities
- Conduct investment research and due diligence. Perform in-depth qualitative and quantitative analysis on various investment vehicles, including mutual funds, ETFs, CITs, and Separately Managed Accounts.
- Analyze and monitor market trends, economic indicators, and regulatory changes to assess their potential impact on investment strategies and client portfolios.
- Support portfolio management. Assist in the construction, rebalancing, and ongoing monitoring of client portfolios to ensure alignment with client objectives and risk tolerance.
- Prepare and present reports. Create clear and concise investment reports, presentations, and commentaries for internal use and client meetings. Translate complex data into digestible summaries for advisors and clients.
- Ensure compliance. Adhere to all firm policies and regulatory standards maintaining records of all investment research and activities.
- Collaborate across teams. Work collaboratively with financial advisors, client service associates, and the compliance department to provide seamless support and analysis.
- Contribute to a positive team environment by sharing knowledge, best practices, and insights.
- Communicate clearly and professionally with clients, custodians, and internal stakeholders via phone, email, and other channels.
- Provide timely and accurate information to resolve inquiries, address issues, and offer updates on account status.
- Proactively anticipate and resolve complex situations, identifying potential issues before they arise.
- Produce on-demand and scheduled reporting for advisors and clients as needed.
- Participate in team meetings, training sessions, and committee work as assigned.
- Manage and complete special projects throughout the year as required.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
