Institutional Consulting Analyst

Position Summary

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.

Primary 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.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Series 65, or ability to obtain within 100 days.
• A CFA®, CIMA®, or similar professional designation is preferable.
• 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.).
• Familiarity with financial custodians (e.g., Fidelity, Schwab, Pershing) is a plus.

The annualized base pay range for this role is expected to be between $90,000-$105,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.