CONSULTING ANALYST JOB DESCRIPTION

A Consulting Analyst in financial services holds a deceptively precise job. The role sits within a wealth management or investment consulting team, where it owns the preparation of asset allocation proposals, investment due diligence reports, and performance measurement materials that Financial Advisors and Private Wealth Advisors use directly with clients. Firms serving third-party financial intermediaries collectively controlling portfolios in the hundreds of billions of dollars depend on this analysis being accurate, timely, and tailored to each client's stated risk tolerance and investment objectives. Series 7 and Series 66 licensing requirements, along with the CIMA or CFA designation pathway, signal the depth of regulatory and technical knowledge the role demands.

As the Consulting Analyst, you synthesize client and prospect data into customized financial plans, asset allocation proposals, and quarterly performance reports that enable Financial Advisors to retain and grow client relationships. You operate within a wealth management or financial institutions practice, supporting a team of advisors across prospecting, client engagement, compliance documentation, and investment strategy execution.

• Career Impact: Consistent work across asset allocation, Statement of Investment Policy development, and investment due diligence builds the technical credibility required to pursue the CIMA or CFA designation and advance within investment consulting.
• Business Impact: The proposals and performance monitors this role produces are the primary materials Financial Advisors use to win and retain clients, meaning the accuracy and quality of this work directly shapes revenue outcomes for the practice.
• Growth Opportunity: Exposure to both retail wealth management and institutional financial intermediary clients across roughly $170 billion in managed assets expands your market knowledge and positions you for a senior analyst or associate advisor role.

• Synthesize client and prospect data to develop customized financial plans and asset allocation proposals aligned with stated investment objectives and risk tolerance.
• Prepare quarterly investment performance monitors, including portfolio holdings analysis and account performance computation, for delivery to clients.
• Develop presentation materials and proposals that support Financial Advisors and Private Wealth Advisors in prospecting and cultivating new business opportunities.
• Design and produce strategy reports and client communications for use across marketing and advisory initiatives within the practice.
• Engage clients and prospects in structured dialogue to capture investment objectives, current portfolio status, and other inputs needed for comprehensive financial planning.
• Develop Statements of Investment Policy for clients in coordination with assigned Financial Advisors.
• Conduct investment due diligence and maintain monthly and quarterly reports using established reporting frameworks, including model portfolio fact-sheets.
• Support ad-hoc client requests and attend client meetings in a supporting advisory capacity as needed.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field, or equivalent work experience.
• 2 or more years of investment consulting or financial services experience, with demonstrated exposure to asset allocation and client reporting workflows.
• Active Series 7 and Series 66, or Series 63 and Series 65 licenses as required by role and state.
• Ability to measure and interpret portfolio performance across diverse investment holdings.
• Strong written and verbal communication skills, with the ability to present complex financial information clearly to clients and advisors.
• Detail-oriented work habits with superior organizational skills and the ability to manage multiple client deliverables simultaneously.
• Knowledge of financial industry products, investment vehicles, and applicable compliance rules and regulations.

• Completion of the Essentials of Investment Consulting certificate through IMCA, or active pursuit of the CIMA or CFA designation.
• Experience supporting financial intermediary clients such as broker-dealers, banks, or insurance companies with investment research and portfolio analysis.
• Familiarity with investment reporting and portfolio analytics platforms used in wealth management or institutional consulting environments.
• Working knowledge of Consulting Group manager research processes and asset manager evaluation frameworks.

• Accuracy rate of quarterly investment performance monitors, measured against custodial data reconciliation.
• Turnaround time for asset allocation proposals from client data receipt to advisor-ready deliverable.
• Number of active client reports maintained on schedule per reporting cycle, reflecting workload and reliability.
• Advisor satisfaction score with presentation materials, measured through internal review or feedback cycles.
• Percentage of ad-hoc client requests resolved within agreed response windows.
• Typical tools: portfolio reporting platforms (commonly Orion or PARIS); investment analytics software (commonly Morningstar or Zephyr).

• Base Salary Range: $65,000 to $90,000 per year depending on experience and market.
• Bonus: Annual performance bonus typically 5 to 15 percent of base salary.
• Equity: Not commonly offered at this level in financial services consulting roles.
• Health Benefits: Medical, dental, and vision coverage standard; employer contribution varies by firm.
• PTO: 15 to 20 days annually, plus standard federal holidays.
• Common Perks: Licensing exam reimbursement, study support for CIMA or CFA, and continuing education allowances.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including verification of employment history and credit history relevant to financial services roles, are a standard condition of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Candidates must be authorized to work in the United States.

The Consulting Analyst owns the design and delivery of CX and VOC programs for clients, documenting business requirements, specifying categorization models, and establishing best practices to drive continuous insight generation. Working closely with Principal Consultants and client stakeholders, this role shapes customer-centric transformation by translating qualitative and quantitative analysis into operational recommendations that reduce cost, grow loyalty, and manage compliance.

Key Responsibilities

• Document business priorities and business requirements identified during interviews with the core team and key stakeholders.
• Define and manage data integration for all sources including feedback, operational, and financial data.
• Specify categorization models aligned to industry and customer requirements.
• Work with Principal Consultant and customers to define the inner and outer loop processes.
• Help with value modeling of expected benefits and value realization associated with actions taken.
• Provide insights analysis by leveraging qualitative and quantitative data and make recommendations on improvement opportunities.
• Interact with key stakeholders to communicate insights verbally and visually through presentations to operationalize the voice of the customer.
• Incorporate advanced analytics techniques including impact analysis and predictive analysis into customer insights for stakeholder consumption.
• Help establish best practices around categorization, sentiment, and actionable insight analysis to drive ongoing operational value.

Required Qualifications

• Bachelor's degree in Business Administration, Computer Science, or a related field.
• 5+ years of relevant industry and consulting experience preferred.
• 3+ years of CX experience preferred.
• Experience working in VOC, Reporting, or BI platforms.
• Strong communication and presentation skills.

Embedded within the North America Visa Consulting and Analytics Strategy and Operations team, the Consulting Analyst develops and maintains reporting dashboards and business intelligence templates that track key growth metrics across annual budget, multi-year plan, and senior leadership reviews. Working closely with global and regional teams, this role advances the organization's analytical capabilities by identifying business performance opportunities and supporting operational improvement efforts across Visa's network clients.

Core Functions

• Analyze the business across key strategic and operational metrics, leveraging extensive data sets in collaboration with global and regional teams.
• Develop and maintain new reporting dashboards and capabilities, and establish enhancements to the integrity of data sets.
• Leverage analytic problem-solving to identify critical business performance opportunities and recommendations.
• Leverage PowerApps to automate and distribute reporting.
• Support analytics for Annual Budget, Multi-Year Plan, and senior leadership business reviews.
• Develop and maintain reporting and dashboard templates using business intelligence tools to evaluate key business growth metrics.
• Define additional key analyses and core metrics to evaluate and deepen understanding of business performance.
• Provide analytic and communications support for quarterly and monthly business reviews.
• Coordinate operational process improvement efforts and ad hoc projects as needed.

Qualifications and Experience

• 2+ years of work experience with a Bachelor's degree, or 3+ years with an Advanced degree such as a Master's, MBA, or JD.
• Previous strategy or consulting experience preferred.
• Knowledge of payments, financial institutions, or consumer lending a plus.
• Experience with PowerApps, especially PowerBI reporting.
• Proficient in Excel and PowerPoint, ideally at a power-user level.
• Excellent communication and presentation skills.
• Strong multi-tasking skills and ability to adapt.
• Proactive and independent with ability to take full ownership of assigned responsibilities.

Reporting to the New Value Streams leadership, the Consulting Analyst develops and tests statistical, AI, and machine learning solutions for Schneider Electric's AI HUB and its clients, integrating outcomes into the EcoStruxure landscape to create value not immediately apparent to those clients. Partnering with lines of business and cross-functional teams, this role refines and industrializes models across the organization to deliver client-facing AI strategy and consulting services that generate measurable operational impact.

Primary Duties

• Provide AI consulting services to clients and partners.
• Develop AI and data strategies together with clients and partners.
• Develop, conceptualize, and test statistical, AI, and machine learning solutions to solve client challenges.
• Integrate outcomes into the existing EcoStruxure landscape to create value for clients.
• Research, develop, and maintain machine learning and statistical models for business requirements.
• Translate business analytic problems into technical solutions and actionable recommendations across the organization.
• Apply supervised, unsupervised, and deep learning techniques to the right level of solution for each problem.
• Build frameworks leveraging APIs to industrialize AI models across the organization.
• Coordinate with functional teams to monitor outcomes and refine machine learning models.
• Adhere to quality assurance and documentation standards using version control and code repositories such as Git and GitHub.

Technical Qualifications

• Master's or PhD in Computer Science, Statistics, Engineering, Physics, Mathematics, or Economics.
• Minimum 1 year of experience in supervised and unsupervised learning, classification models, neural networks, deep learning, or related techniques.
• Minimum 1 year of experience in consulting or relevant client-facing engagements.
• Familiarity with relational databases and intermediate-level knowledge of SQL.
• Experience working with large data sets and tools like MapReduce, Hadoop, and Hive.
• Minimum 1 year of experience in statistical software such as Python, R, TensorFlow, or Caffe.
• Knowledge of UNIX or Linux environments.
• Ability to think creatively to solve real-world business problems.
• Proficient verbal and written communication skills in English.

Sitting at the intersection of financial planning and investment strategy, the Consulting Analyst synthesizes client data to develop customized asset allocation proposals and performance reports in support of Financial Advisors and Private Wealth Advisors within a Wealth Management team. Operating across prospecting, client engagement, and compliance functions, this role enables advisors to grow new business opportunities and deliver comprehensive financial strategies that meet complex client objectives.

Duties

• Synthesize client and prospect data to develop customized financial plans and asset allocation proposals utilizing the firm's proprietary software tools.
• Design and produce strategy reports and other communications for Financial Advisors and Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative.
• Provide tailored recommendations to the Financial Advisor or Private Wealth Advisor about specific client situations using Consulting Group manager research.
• Utilize the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with Financial Advisors and Private Wealth Advisors.
• Prepare performance reports for clients, involving computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors.
• Develop presentation materials and proposals to assist Financial Advisors and Private Wealth Advisors in prospecting and cultivating new business opportunities.
• Engage in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, and risk tolerance to craft comprehensive financial strategy.
• Develop Statement of Investment Policy for clients in coordination with Financial Advisors.

Skills and Qualifications

• 5+ years of experience in a relevant field required, with a four-year college degree or professional certification preferred.
• Active Series 7 and Series 66, or Series 63 and Series 65.
• Willingness to obtain the CIMA or CFA designation.
• Knowledge of financial industry and investment products preferred.
• Ability to measure performance of clients' portfolios.
• Proficient in applicable software applications.
• Effective written and verbal communication skills.
• Strong understanding of applicable compliance rules, regulations, and firm policies.
• Detail-oriented with superior organizational skills and ability to prioritize tasks.

A key member of the Financial Institutions Practice at Fiducient Advisors, the Consulting Analyst supports the consulting team in delivering investment due diligence reports, asset allocation analyses, and client-facing portfolio reviews to approximately 50 financial intermediaries controlling around $170 billion in assets. Collaborating across internal research and advisory teams, this role enables timely and accurate delivery of solutions that strengthen the practice's relationships with third-party clients.

Functions

• Support the Financial Institutions consulting team in delivering solutions to third-party financial intermediary clients including asset allocation, investment research and selection, and marketing and communication resources.
• Develop and maintain monthly and quarterly investment due diligence reports utilizing various reporting packages including Morningstar and PARIS.
• Create and maintain additional client reports such as model portfolio fact-sheets.
• Support the consulting team in creating client-facing analyses including investment concentration and efficiency analyses, diagnostic observations, and end-client portfolio analyses.
• Attend and present at client meetings in a supporting role on occasion.
• Provide ongoing support and respond to ad-hoc client requests in a timely and efficient manner.

Education and Experience

• Bachelor's degree in Finance, Economics, or a related concentration required.
• 2-5 years of investment consulting or financial services industry experience preferred.
• Proficient with Morningstar's suite of tools preferred.
• Proficient in the Microsoft Office suite including Outlook, Word, PowerPoint, and Excel.
• Detail-oriented with a high degree of accuracy and organization.
• Excellent oral and written communication skills.
• Resourceful and comfortable working independently as well as an effective team player.

Client solution delivery depends on the Consulting Analyst, who creates project documentation, develops charts and visuals, and presents recommendations to clients and partners within WWT's customer engagement teams. Based within a project-focused environment that involves nationwide travel under 25%, this role builds analytical and technological solutions that help clients address complex business problems across a range of cutting-edge technology domains.

Accountabilities

• Help maintain project plans and schedules.
• Create project documentation including technical documents such as process flows and user manuals.
• Create clear, compelling charts, tables, and other visuals.
• Present results and recommendations to clients and partners.
• Create educational and sales materials to empower account teams.
• Interact with clients regularly and drive implementations of highly visible projects.
• Support cross-functional problem-solving by asking the right questions to understand business problems and identify measurement objectives.

Experience and Qualifications

• Bachelor's degree in Economics, Statistics, Management, Engineering, Mathematics, Physics, or Biology required.
• 1-3 years of work experience in Management Consulting, Engineering, Scientific Research, Technology Sales, Cybersecurity, or Data Science preferred.
• Proficiency with Microsoft PowerPoint, Excel, SQL, and business visualization tools.
• Excellent communication and engagement skills with the ability to communicate at all levels of management.
• Ability to generate creative solutions to difficult or ambiguous problems in a group setting.
• Skilled at multitasking across multiple user groups in a fast-paced and deadline-driven environment.

As the Consulting Analyst, this role supports Market Value Business Personal Property tax consulting by assisting with data entry, document processing, and communication with assessing and taxing authorities to verify tax rates and meet critical deadlines. The tax consulting team relies on this work to track internal deadlines, generate reports, and ensure all rendition printing, ARB packages, and depreciation schedules are processed accurately and on time.

Job Functions

• Assist with data entry and document processing.
• Communicate with assessing and taxing authorities, conduct online research, and verify tax rates.
• Respond to internal and external queries in a timely manner.
• Track internal deadlines, generate reports, and procure missing assessments and tax bills as needed.
• Request and update depreciation schedules prior to return preparation.
• Assist with rendition printing, ARB packages, and other deliverables as needed.
• Review inbound mail for critical deadlines, notify consultants and management as appropriate, and handle associated tasks in a timely manner.
• Assist with other administrative duties as assigned.

Background and Experience

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or General Business, or relevant work experience.
• Strong diligence, critical thinking, and organizational skills with a high degree of accuracy.
• Computer proficiency and ability to maximize applications such as Microsoft Office.
• Strong verbal and written communication skills as well as analytical and problem-solving skills.
• Ability to multi-task and prioritize workload according to department or management needs.
• Ability to work well within a team environment and support direction from multiple individuals.

Consulting Analyst delivers analysis and evaluation of business and system process requirements, development of business cases, and client support during system implementation within a healthcare or health plan environment. The work directly supports service level agreement development and helps the organization assess scope, document functional requirements, and close gaps between current and future-state operating models.

What You'll Do

• Investigate, document, and analyze client requirements in project areas such as new and existing business operating models and market research of emerging product functionality.
• Assess scope and impact of client business needs.
• Support business case development.
• Participate in the analysis of client business processes and functional requirements and in the preparation of appropriate documentation to communicate and validate the information.
• Participate in workflows, process diagrams, and gap analysis.

Minimum Qualifications

• Bachelor's degree in business or health care administration or a related discipline.
• 4 years of relevant experience.
• Business analysis or project analysis experience.
• Knowledge of platforms assigned to the functional area.
• Ability to identify and document functional and divisional requirements, workflow, information sources, and system and process specifications.

The Consulting Analyst produces data-driven insights and recommendations for major networks and content distributors as a member of the NCSolutions Client Consulting team. Success in the position means independently managing workflows within targeting and measurement processes, resolving client issues across internal teams, and delivering actionable media intelligence that aligns with clients' sales and research objectives.

Day-to-Day Responsibilities

• Pull and analyze NCS data and deliver insights and recommendations to clients.
• Identify and communicate client needs to appropriate consulting team members.
• Independently manage basic workflows within the targeting and measurement processes, engaging with stakeholders both externally and internally to ensure timely and accurate delivery.
• Respond to ad-hoc data requests, answer questions, and provide basic technical support and analysis.
• Support client needs in a timely and efficient manner demonstrating urgency, tenacity, and commitment to quality client service.
• Engage other NCS teams as needed to proactively resolve client issues.

Professional Experience

• Bachelor's degree in Business, Marketing, or a related field.
• 2-4 years of experience in the media, TV, or ad tech industry, preferably in a client-facing role.
• Intermediate proficiency in Microsoft Office and Google Sheets.
• Strong analytical aptitude and problem-solving skills.
• Ability to independently manage, prioritize, and deliver on multiple client demands with consistent quality.
• Strong oral and written communication skills with the ability to articulate information effectively.

Embedded within Bennie's client-facing consulting function, the Consulting Analyst supports Consultants in delivering ongoing client strategy, service, and retention tasks including open enrollment presentations, benefit guides, cost modeling exhibits, and enrollment transaction processing. Working closely with internal stakeholders in Product, Engineering, and Operations, this role strengthens client relationships by communicating client needs and helping develop efficient service solutions across the benefits administration ecosystem.

Role Responsibilities

• Partner with Consultants to create client deliverables like open enrollment presentations, benefit guides, and cost modeling exhibits.
• Assist Consultants with new client onboarding tasks.
• Process client enrollment transactions when needed.
• Conduct periodic audits of client data, comparing their data on benefit administration systems against data with carriers and external partners.
• Coordinate carrier, benefit administration, and other vendor reporting that supports the Data Operations team.
• Assist in the development of processes that support ongoing client service.
• Partner with internal stakeholders in Product, Engineering, and Operations to communicate client needs and develop solutions for efficient client service.
• Develop relationships with benefits industry partners.

Required Qualifications

• Bachelor's degree required.
• 1-2 years of experience working in the benefits consulting or healthcare industry.
• Life and Health Producer's License.
• Certification in data analysis or MS Excel.
• Working knowledge of at least one benefits administration or HRIS system.
• Working knowledge of MS Excel, Word, and PowerPoint.

Reporting to project leadership at Deloitte, the Consulting Analyst performs financial analysis and forecasting using integrated financial and operational models to assess progress on government-sector projects. Partnering with cross-functional peers and stakeholders, this role guides accurate, deadline-driven project reporting and contributes to high-quality work products that support organizational accountability and client commitments.

Scope of Work

• Perform financial analysis and forecasting to assess progress on projects using integrated financial and operational models.
• Support project management activities and contribute to high-quality work products and documentation.
• Analyze complex financial data with a focus on accuracy and adherence to project deadlines.
• Participate in cross-functional collaboration with peers and stakeholders to communicate findings effectively.
• Seek challenging opportunities and take accountability for personal results.

Knowledge Skills and Abilities

• Bachelor's degree in Accounting, Finance, Economics, or Business Management with 1-3 years of experience in a financial analysis role required.
• Must be eligible for GOC security clearance.
• Experience with Enterprise Resource Planning software such as SAP or comparable systems preferred.
• Advanced-level proficiency in Microsoft Excel and the full Microsoft Office Suite.
• Excellent analytical, prioritization, and problem-solving skills.
• Outstanding attention to detail with ability to handle multiple tasks in a fast-paced environment.
• Bilingualism is an asset.