Consulting Analyst - Institutional

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit  and

The Consulting Analyst is responsible for contributing directly to a superior client experience while working closely with Investment Consultants through thoughtful and accurate analysis of the firm’s Endowment & Foundation and Defined Benefit Plan client portfolios, aligning with our mission of helping clients prosper.

• 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, leveraging approved analytical and AI‑enabled tools to enhance efficiency and analytical consistency.
• 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, utilizing approved AI tools to assist with drafting, summarization, and quality control.
• Analyze and develop trade recommendations to implement investment decisions, portfolio reallocations, or rebalancing, consistent with the firm’s risk management protocol and in compliance with client investment policy guidelines and firm-established policy and procedures. Closely monitor and respond to ongoing recurrent or ad hoc cash management needs in client portfolios
• Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients
• Issue and evaluate vendor RFIs and RFPs, using AI‑enabled tools to support data extraction, comparison, and synthesis while exercising independent judgment in all conclusions.
• 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
• Apply AI tools to support drafting, summarization, reconciliation, and quality‑control of analytical outputs (e.g., IPS drafts, trade rationales, governance materials), ensuring all final deliverables are reviewed and validated by the analyst.
• 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

• Bachelor’s degree required with a preferred concentration in Economics or Finance
• Two (2) to five (5) years of investment consulting or investment-related work experience
• Experience with servicing Institutional clients in a Discretionary Outsourced CIO (“OCIO”) servicing framework is a plus
• Proficiency in Microsoft Suite
• Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
• Familiarity with AI‑enabled productivity or analytical tools (e.g., Copilot, large language model–based assistants, automation…