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Hybrid Investment Consulting Analyst — AI-Driven Portfolios

Job in Hartford, Hartford County, Connecticut, 06112, USA
Listing for: Fiducient Advisors
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 65000 - 87000 USD Yearly USD 65000.00 87000.00 YEAR
Job Description & How to Apply Below

Fiducient Advisors, part of Wealthspire, seeks an Analyst to support Endowment & Foundation and Defined Benefit Plan portfolios. You will perform portfolio analysis, build investment policy statements, and craft client reports with AI-assisted tools, under senior guidance.

The role emphasizes fiduciary governance, data accuracy, and collaboration with Investment Consultants, Research, and Client Services. Hybrid work is offered.

This is a genuine role to take on the Hybrid Investment Consulting Analyst — AI-Driven Portfolios role at Fiducient Advisors.

This posting is for the Hybrid Investment Consulting Analyst — AI-Driven Portfolios role at Fiducient Advisors, based in Hartford, CT, United States.

We are looking to fill the Hybrid Investment Consulting Analyst — AI-Driven Portfolios position at Fiducient Advisors in Hartford, CT, United States.

The Hybrid Investment Consulting Analyst — AI-Driven Portfolios role at Fiducient Advisors is now open for applications in Hartford, CT, United States.

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