Institutional Consulting Analyst

Focus Partners Wealth(26 days ago)

HybridFull TimeJunior$90,000 - $100,000Institutional Consulting

About this role

Focus Partners Wealth is seeking an Institutional Consulting Analyst to support their institutional team. The role involves performing investment research, supporting portfolio management, and generating client reports in a hybrid work environment. It is suited for candidates interested in financial markets, client service, and investment analysis.

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Required Skills

Excel
Research
Finance
Analysis
Portfolio Management
Reporting
Communication
Databases
Investment
Regulations

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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