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Fiducient Advisors

Investment Consulting Analyst AI-Driven Advisory

boston, MA

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About this opportunity

Fiducient Advisors lists this Investment Consulting Analyst AI-Driven Advisory opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Fiducient Advisors in Boston is seeking a Consulting Analyst to contribute to a superior client experience by analyzing Endowment & Foundation and Defined Benefit Plan portfolios, in collaboration with Investment Consultants.

You will evaluate investment policy statements, assess asset allocation, and prepare customized client reports using AI-enabled tools, while ensuring accuracy, compliance, and clear communication with clients and colleagues.

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Worksite address

boston, MA, 02298, US

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