Job Description

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The Senior Research Analyst is responsible for conducting macro level private markets research, sourcing new ideas, conducting in depth diligence, as well as routinely presenting ideas and insights to clients .

Responsibilities:

• Lead sourcing of new investment opportunities across private equity, private real assets, and private debt funds.
• Conduct detailed investment due diligence on investments managers and their capabilities to add value above market returns.
• Create original due diligence materials and reports including both quantitative and qualitative factors.
• Make proactive and decisive recommendations that are presented to the firm’s Investment Committee
• Maintain coverage of managers with existing client exposure and ongoing monitoring responsibilities.
• Contribute to ongoing discussions regarding clients’ allocation and pacing models as well as their portfolio construction decisions.
• Routinely participate in client conversations and meetings as well as prospective client meetings and pitches.
• Contribute to and support macroeconomic research that supports the asset allocation modeling and tools utilized by clients.
• Contribute to the mentorship of junior team members and cultivation of an open team dynamic.
• Help build and enhance the tools and processes utilized.

Required Education, Professional & Technical Experience

• Bachelor’s degree with a focus on Finance, Economics, Computer Science, Mathematics, or Journalism – required
• 8 – 10 years of overall work experience with a minimum of 4 – 6 years focused in private markets investment diligence
• CFA Charter holder or progress in the CFA program – preferred
• Advanced skills in Microsoft Office Outlook, Word, Excel, and PowerPoint – required
• Established network and deep structural understanding of private equity funds, market landscape, and key organizations

Essential Traits

• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and the ability 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 equitable working relationships to support a sense of belonging.

Work Environment & Travel Requirements

• This role may travel up to 15% of the time for business.
• 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 job 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. Must 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 accommodations 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 $100,000-$175,000. 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

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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