Posting Description
Wealthspire Institutional brings together a network of affiliated firms that provides institutional advisory, wealth management, institutional advisory, and business management services to individuals, families, and institutions across the United States, Canada, and the United Kingdom. Through its specialized subsidiaries and affiliates, clients can access wealth management, retirement plan consulting, nonprofit endowment and foundation advisory, business management, and family office services tailored to their evolving financial needs.
Wealthspire invests in the people, technology, and resources that expand what the firm can do for clients, while preserving the personal relationships and accountability that are central to its client service approach.
Inspiring Trust. Enriching Lives.
For more information, visit www.wealthspire.com.
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.
Responsibilities:
- 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
Required Education, Professional & Technical Experience
- 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 tools, or analytical copilots) to support research, drafting, reconciliation, summarization, or quality control of analytical outputs.
- Ability to critically review, validate, and refine AI‑assisted outputs, ensuring accuracy, consistency, and alignment with fiduciary and firm standards.
- CFA candidate is a plus
- Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
- Intellectual curiosity about investments, asset allocation, and portfolio structure
- Fundamental knowledge of retirement plans (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
Essential Traits
- Thoughtful ability to establish rapport and build relationships.
- Demonstrates the ability to thoughtfully adopt firm‑approved analytical tools (including AI‑enabled solutions) to improve efficiency, accuracy, and service scalability while maintaining strong judgment and attention to detail.
- Exceptional communication in a public setting with notable writing and presentation skills.
- Adaptability when priorities shift and able to work independently.
- Sound judgment and problem-solving skills.
- Innovative, curious, and enthusiastic.
- Detail-oriented with a high level of accuracy and organization.
- Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
- Passionate about working in an organization that values and promotes inclusion and belonging.
Work Environment & Travel Requirements
- This role may travel up to 10% of the time for training and or business/events.
- This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
Physical Job Expectations
The physical expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
- Must be able to remain in a stationary position for up to 8 hours.
- Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The ability to communicate information and ideas so others will understand. The individual should be able to exchange accurate information.
- The person in this position may at times need to move throughout the building to access different areas.
- Ability to move equipment weighing up to 25 pounds.
Reasonable accommodation may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $65,000-$87,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Paid Time Off
- Generous PTO with optional rollover
- Personal/Sick Time
- 10 Holidays with additional half days off for specific holidays throughout the year
- Summer Perks
- Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
- Employer Paid Parental, Personal and Family leaves.
- Professional Development Day for eligible exams
Work Life Convenience Benefits
- Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
- KindBody – Family & Fertility Assistance
- Wellness Reimbursement Program
- Professional Development Designation reimbursement
- Employee Referral Program
- Employee Resource Groups, Mentorship Program & New Hire Cohort
- 401K Plan with company match
- Cell Phone Reimbursement Program
Wealthspire is an inclusive Equal Employment Opportunity employer.
#Wealthspire
2589059
Wealthspire Institutional brings together a network of affiliated firms that provides institutional advisory, wealth management, institutional advisory, and business management services to individuals, families, and institutions across the United States, Canada, and the United Kingdom. Through its specialized subsidiaries and affiliates, clients can access wealth management, retirement plan consulting, nonprofit endowment and foundation advisory, business management, and family office services tailored to their evolving financial needs.
Wealthspire invests in the people, technology, and resources that expand what the firm can do for clients, while preserving the personal relationships and accountability that are central to its client service approach.
Inspiring Trust. Enriching Lives.
For more information, visit www.wealthspire.com.
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.
Responsibilities:
- 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
Required Education, Professional & Technical Experience
- 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 tools, or analytical copilots) to support research, drafting, reconciliation, summarization, or quality control of analytical outputs.
- Ability to critically review, validate, and refine AI‑assisted outputs, ensuring accuracy, consistency, and alignment with fiduciary and firm standards.
- CFA candidate is a plus
- Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
- Intellectual curiosity about investments, asset allocation, and portfolio structure
- Fundamental knowledge of retirement plans (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
Essential Traits
- Thoughtful ability to establish rapport and build relationships.
- Demonstrates the ability to thoughtfully adopt firm‑approved analytical tools (including AI‑enabled solutions) to improve efficiency, accuracy, and service scalability while maintaining strong judgment and attention to detail.
- Exceptional communication in a public setting with notable writing and presentation skills.
- Adaptability when priorities shift and able to work independently.
- Sound judgment and problem-solving skills.
- Innovative, curious, and enthusiastic.
- Detail-oriented with a high level of accuracy and organization.
- Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
- Passionate about working in an organization that values and promotes inclusion and belonging.
Work Environment & Travel Requirements
- This role may travel up to 10% of the time for training and or business/events.
- This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
Physical Job Expectations
The physical expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
- Must be able to remain in a stationary position for up to 8 hours.
- Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The ability to communicate information and ideas so others will understand. The individual should be able to exchange accurate information.
- The person in this position may at times need to move throughout the building to access different areas.
- Ability to move equipment weighing up to 25 pounds.
Reasonable accommodation may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $65,000-$87,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Paid Time Off
- Generous PTO with optional rollover
- Personal/Sick Time
- 10 Holidays with additional half days off for specific holidays throughout the year
- Summer Perks
- Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
- Employer Paid Parental, Personal and Family leaves.
- Professional Development Day for eligible exams
Work Life Convenience Benefits
- Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
- KindBody – Family & Fertility Assistance
- Wellness Reimbursement Program
- Professional Development Designation reimbursement
- Employee Referral Program
- Employee Resource Groups, Mentorship Program & New Hire Cohort
- 401K Plan with company match
- Cell Phone Reimbursement Program
Wealthspire is an inclusive Equal Employment Opportunity employer.
#Wealthspire