Internship
May sponsor international talent
About the job
Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.
Fiducient Advisors seeks a Consulting Analytics Intern to join our team. This individual is responsible for a variety of responsibilities and projects that will allow them to enhance their knowledge in the financial services industry.
Responsibilities (or Project Work):
Play a key role in organizing investment vehicle profiles in Fiducient’s CRM system. This project will build the intern’s knowledge base of various investment vehicles and how various systems leverage the CRM and how the team evaluates options for suitability in client portfolios.
Collaborate with data and technology under the guidance of team lead to streamline evaluation of share class exposure across client base. This functionality will allow consulting teams to identify outliers and any opportunities to reallocate clients into a preferable share class for fee savings.
Evaluate, update and compare custodian profiles across client base to assess service capabilities and competitiveness of fee structures.
Pair up with Senior Consulting Analyst to shadow a new client onboarding project to include general analysis that supports the portfolio diagnostic.
Leverage Excel to reconcile CRM data
Knowledge, Skills & Abilities:
Rising senior
Finance, Business, or Economics degree required
Impeccable attention to detail
Strong organizational and prioritization skills
Problem solving skillset, paired with the ability to pivot
General enthusiasm about investments / the financial services industry
Strong Excel skills
Travel Requirements:
There is no travel expected for this role
Work Environment:
This role works in a professional office environment located in Windsor, CT, or Chicago, IL
The role is in-person three days a week and remote two days per week.
This role routinely uses standard office equipment such as computers, phones, and photocopiers
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.
Sitting, particularly for sustained periods of time
Regularly required to speak and hear
Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
Ability to lift up to 25 pounds
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
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.
Posted on Feb 5, 2024.
