Analyst Jobs in Wolcott, CT

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  • Consulting Analyst - Retirement Plans

    Fiducient Advisors 3.9company rating

    Analyst Job 19 miles from Wolcott

    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 Consulting Analyst is responsible for working closely with Investment Consultants. The Consulting Analyst contributes directly to a superior client experience through thoughtful and accurate analysis of the firm's Defined Contribution client portfolios, aligning with our mission of helping clients prosper. The target time to start for this role is Summer 2025. 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 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 as needed Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients Issue and evaluate vendor Request for Information (RFIs) or Request for Proposals (RFPs) and prepare related analysis and deliverables 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 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 Entry-level experience welcome Proficiency in Microsoft Suite Previous experience with CRM, custody portals, and asset allocation modeling software is a plus 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 plan (Defined Benefit and Defined Contribution) and nonprofit client marketplaces Ability to multi-task and prioritize under tight deadlines Driven professional with a positive attitude and adaptable Proven ability to work independently and engage within a team structure 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 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 equitable working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism. 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 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 diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry. The base salary range for this position is $65,000-$85,000. 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 is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement. Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding 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 diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.
    $65k-85k yearly 33d ago
  • Client Service Analyst

    Newedge Wealth

    Analyst Job 46 miles from Wolcott

    Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting, cashiering activities, and other client supportive services. Duties/Responsibilities: Relationship Management Communicate with UHNW clients and prospective clients verbally and in writing Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.) Process client service requests like account transfers, disbursements, tax reports (for instance) Account Management Collect appropriate documentation to set up new accounts Process service requests and send confirmations of completion Review daily reports and alerts and process accordingly Investment Solutions Prepare client reporting materials for review meetings Prepare marketing books for client communications Practice Management Maintain contact management systems with up-to-date key client information Monitor team calendar for up-to-date deliverables Understand risk awareness and regulatory knowledge Talent Management Proactively develop self to continuously improve knowledge, skills and credentials Communicate development needs Assist with on-boarding new members to the firm Skills/Abilities: 1-3 years of client service experience preferred Financial Services industry experience preferred Series 7 and 66 licensed or willingness to acquire a license while on the job College Degree Excellent skills in Microsoft Office Suite Excellent written and verbal communication skills Highly organized with great attention to detail Excellent interpersonal skills, including being polished, courteous, professional, and patient Ability to work in a fast-paced environment Possesses exceptional multi-tasking skills and strong time-management Experience with Microsoft Office Suite (Word, Excel) Who We Are: EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.
    $67k-107k yearly est. 6d ago
  • Data Analyst

    Alliant-The Audience Company

    Analyst Job 36 miles from Wolcott

    Alliant has developed an enviable reputation for innovative, data-driven solutions that optimize profitability in marketing campaigns. At the core of these accomplishments is a strong team with a passion for analytic innovation. To strengthen our Data analytics and Engineering teams and increase the pace of revenue growth, Alliant is always on the lookout for great talent in data analysis and engineering. Alliant is looking for experienced Data Analysts to join its Data Analytics and Engineering team. The Data Analyst will be responsible for data processing, data analysis and data engineering. The ideal candidate will have programming experience (in any language), as well as an aptitude and appetite to learn SAS. Qualified candidates will have experience in large-scale databases, data processing, quality control, and ETL and will have well-developed and highly organized work habits. This position reports to the Director of Data Analytics and Engineering. Principal Responsibilities: Extract, transform and load incoming disparate datasets from a variety of sources Provide summaries of data assets for internal and external clients Import, examine, and clean client data for model development and analysis using SAS Execute existing and develop new programs to generate model development samples to meet the business requirements of direct and digital marketers Conduct thorough quality assurance for files ensuring reliability and accuracy Diagnose and solve problems with data, layouts, and dictionaries Understand Alliant's statistical models as they relate to the company's production scoring system Maintain and update model production schedule to assure adequate and precise timing of samples to Data Scientists Work with team members to prioritize tasks and ensure that assigned projects are completed on schedule Qualifications and Skills: Undergraduate or graduate degree in Math, Computer Science, Data Science or a related discipline preferred Must have an aptitude for programming and analysis. SAS experience is preferred. 5+ years of experience with data cleaning and manipulation preferred Demonstrated ability to identify data quality issues and recommend the best course of action to address them Must be familiar with MS Excel and have well developed and organized work habits Must have strong quantitative skills and extensive attention to detail with the ability to investigate raw data Ability to clean, manipulate, and analyze large datasets to derive actionable insights. Must be flexible, adaptive, inquisitive and possess a keen understanding of technology Must be self-motivated with ability to multi-task and resolve issues independently Strong oral and written communication skills and convey complex data in a simple, actionable way Strong verbal, written, and interpersonal skills are required. This isn't just about data-it's about delivering insights to our clients. Experience in data preparation for direct or digital marketing, or related coursework, is a plus After gaining hands-on experience in this role, typically within two years, the successful candidate will have the opportunity to specialize in either the Data Science/Predictive Modeling track or the Programmer/Analyst track. This career path flexibility allows individuals to develop expertise aligned with their skills and long-term career goals. Alliant Overview: Alliant is a leading independent data company trusted by thousands of brands and agencies to bring a human element to modern data solutions. The Alliant DataHub - built on billions of consumer transactions, an expansive identity map, advanced data science and high-performance technology - enables marketers to execute omnichannel campaigns with responsive consumers at the center. Data security and privacy have been core values since day one, and Alliant's continually validate our people, processes, and data through meaningful certifications such as SOC2, IAB Tech Lab Data Transparency, NQI certification from Neutronian, and quarterly quality scoring with Truthset. For more information, visit: alliantdata.com. Alliant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law.
    $64k-92k yearly est. 2d ago
  • Data Analytics & Reporting Analyst

    TMF Group 4.4company rating

    Analyst Job 46 miles from Wolcott

    We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website. About TMF Group TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. We provide legal, financial and employee administration through TMF Group's teams in 120 offices We are looking for a highly motivated and experienced professional, with strong analytical skills, to join our global team in Stamford in the role of Data Analytics & Reporting Analyst, to perform reporting, reconciliation and controlling activities with a focus on investment and compensation plans for the Financial Services sector. The successful candidate must love working with numbers and excel and must be a dynamic individual who enjoys problem solving and working to tight deadlines. Key Responsibilities: Generate, verify and deliver standard month end as well as ad-hoc reports to client stakeholders. Reconcile plan assets/liabilities and coordinate true up on a periodic basis. Prepare trade orders, communicate with custodian/trade desk, post settlement transactions or all trading related events associated with compensation plans under administration. Execute checklist of assigned trading/transaction related tasks. Analyze valuation and plan activity data/statements (e.g. capital call, distribution) and post relevant data to EWM System. Ensure that all plan relevant transactions are posted in a timely and accurate manner, specifically to meet periodic reporting deadlines (e.g. payroll, end of month, fee processing). Work closely with other departments of the company to coordinate and ensure that participant accounts are up to date at all times (e.g. dividends, prices, valuations, corrections, fund events) Calculate and post participant fees. Verify and approve payroll reports on a periodic basis. Perform and document various ISAE 3402 controls. Escalate system and reporting issues to relevant teams, monitor and verify resolution process. Work with internal teams to complete testing for system enhancements. Work with Client Relationship Managers to insure that client requests are addressed and deliverables are provided to clients in a timely and accurate manner. Any other duties deemed necessary by DAR Manager Key requirements: Motivated and positive attitude Strong analytical and quantitative skills Strong attention to detail and problem solving skills Able to work well in a self-directed environment and use initiative Assume ownership of tasks and follow through to completion Graduate Level Position Preferably with experience in Client Services/Financial Services role Accounting/Bookkeeping/Controlling/Operations experience Intermediate to Advanced Microsoft Excel skill. Extensive experience with web-based applications Excellent organizational skills and ability to prioritize tasks What's in it for you? Pathways for career development Work with colleagues and clients around the world on interesting and challenging work. We provide internal career opportunities, so you can take your career further within TMF. Continuous development is supported through global learning opportunities from the TMF Business Academy. Making an impact You'll be helping us to make the world a simpler place to do business for our clients. Through our corporate social responsibility program, you'll also be making a difference in the communities where we work. A supportive environment Strong feedback culture to help build an engaging workplace. Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best.
    $69k-90k yearly est. 15d ago
  • Vibration Analyst

    IVC Technologies 3.7company rating

    Analyst Job 19 miles from Wolcott

    IVC Technologies is a leading provider of Condition Based Monitoring (CBM) services with 40 Years of history, and more than 50 certified analysts servicing over 500 industrial customers in North America. We are a privately owned company in the best sense of the word, with unparalleled culture and continuous development opportunities. We provide a unique combination of on-site CBM services, advanced testing, and wireless-based remote monitoring packages, to deliver best-in-class custom solutions for our customers across the country. Our customer base includes some of the biggest names in the industry, which means a large variety of facilities and learning opportunities for all our employees. Our analysts operate the most modern tools and systems and are supported 24/7 by leading experts in the industry. We provide internal training programs covering multiple technologies, with theoretical and hands-on training, as well as extensive mentorship effort for the less experienced team members. In terms of culture, IVC is proud to foster flexibility and independence in our employees, which tends to attract people with strong character, high resilience, and get-it-done attitudes. We are a great fit for professionals with a sense of ownership, who appreciate being given freedom to create their own schedule, deliver high quality service, and create long-lasting relationships with customers. Role Description This is a FULL-TIME on and OFF-SITE role located in the Hartford, CT area. The role involves day-to-day tasks that include: Regular interaction with customers and scheduling of your on-site services On-site data collection and predictive analysis, according to company standards Remote surveillance and analysis, where wireless systems are present Isolate and identify failure modes in industrial equipment Create analytical summary reports, according to company standards Communicate findings and produce deliverables to customers in timely and professional way Maintaining customer relationships with appropriate on-site contacts Assist in training and mentoring of new employees Perform equipment walk downs and gather information when requested Perform one-off field services when asked by customers or company Qualifications Vibration Analysis skills, with other predictive skills being an asset (Infrared, U/S, Oil, etc.) Analytical skills with the ability to interpret results and make recommendations Experience in troubleshooting and condition monitoring Good understanding of machinery operation Experience working in an industrial setting Excellent written and verbal communication skills Ability to work independently and remotely Certification in Vibration Analysis of ISO CAT II or higher is required Bachelor's degree in mechanical engineering or related field is a plus Candidates must be authorized to work in the US to be considered for this position.
    $67k-98k yearly est. 54d ago
  • FP&A Analyst

    Catena Solutions

    Analyst Job 42 miles from Wolcott

    Responsibilities: Lead annual budgeting and forecasting processes, ensuring alignment with organizational goals. Collaborate with department leaders to develop budgets and financial models, providing guidance and identifying areas for improvement. Prepare long-term financial projections and scenario analyses to support strategic decisions. Develop financial dashboards, reports, and KPIs to track performance, presenting actionable insights to senior management. Continuously enhance FP&A processes, tools, and systems to improve efficiency and accuracy. Advise leadership with insights and recommendations to drive growth and profitability. Required Skills: Advanced proficiency in Microsoft Excel, PowerPoint, and financial modeling tools. Experience with ERP systems (e.g., SAP, Oracle) and FP&A tools (e.g., Adaptive Insights, Anaplan, Hyperion). Strong analytical and problem-solving abilities. Excellent communication skills, capable of presenting complex financial data to non-financial audiences. Ability to work independently and in a fast-paced environment. Qualifications: 5-7 years of FP&A experience, preferably in a manufacturing environment. Strong understanding of financial statements and accounting principles. Other: U.S. Citizenship required to meet DOD regulations. Full-time employees are also eligible for benefits options such as health coverage, life insurance, disability insurance, and 401k benefits. At Advanced Group, our commitment to diversity and inclusion in every part of our organization is crucial to fulfilling our mission and demonstrating our REAL values. Advanced Group is committed to providing employment opportunities without regard to sex, race, color, age, national origin, religion, gender identity or expression, sexual orientation or sexual preference, pregnancy or maternity, genetic information, marital status, disability, veteran status, or any other basis protected by applicable federal, state or local law. Advanced Group complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If a reasonable accommodation is needed to participate in the job application or interview process, please contact accommodationrequest@advancedgroup.com.
    $67k-92k yearly est. 4d ago
  • Payer Analyst

    Smith Arnold Partners 4.0company rating

    Analyst Job 19 miles from Wolcott

    Join Our Team as a Senior Payer Analyst! Are you a numbers guru with a knack for uncovering insights and driving impactful decisions? Do you thrive in the dynamic world of healthcare analytics? If so, we want YOU on our team! Employee Testimonials: They Treat their employees well and with respect. Excellent Benefits, technology, pay, culture, reputation! Friendly staff and working to solve real problems and help people. Many resources and opportunities for development and lots of room for growth! Why This Role? Reporting directly to the Manager of Payer Contract Analytics, the Senior Payer Analyst will play a critical role in analyzing payer contracts, focusing on hospital and ancillary services. You'll monitor contract performance, ensure payer parity, and dive into cost and reimbursement data to identify opportunities for improvement. With hands-on work in EPIC, you'll become the go-to expert for maintaining payer rate grids and resolving pricing discrepancies. Why You'll Love Working Here: Be part of a mission-driven healthcare network making a real impact. Collaborate with cross-functional teams passionate about improving patient care. Gain exposure to strategic decision-making in healthcare finance. Grow your skills in a supportive, innovative environment. Ready to take the next step in your career? Apply today and be a key player in driving smarter healthcare decisions! Title: Sr. Payer Analyst Location: Hartford, CT - Hybrid (2 days in) Salary: $90,000 - $100,000 What You'll Do: Develop impactful analyses to support payer contracting initiatives. Monitor and maintain accurate reimbursement data within the EPIC system. Collaborate with revenue cycle, coding, and compliance teams to resolve issues. Build and manage payer rate grids and other payment tools. Conduct trend analysis and identify opportunities for cost savings. Lead ad hoc analysis projects that directly impact our healthcare network. What We're Looking For: 5+ years of hospital and physician contract modeling experience. Expertise in EPIC or similar healthcare billing systems. Advanced Excel skills (pivot tables, VLOOKUPs, macros). Experience with large data sets and analytical modeling. Tableau or SQL experience is a plus! Strong understanding of hospital and health insurance payer data. Background in a hospital or health insurance company is ideal.
    $90k-100k yearly 14d ago
  • Anti-Money Laundering Analyst

    Partnership Employment

    Analyst Job 46 miles from Wolcott

    The BSA/AML Analyst focuses on identifying and reporting currency transactions, OFAC testing and alert review and the preparation/maintaining of various reports and logs. In addition, this position maintains various functions within the Bank's AML monitoring system. In accordance with Bank policies and procedures. Essential Functions and Responsibilities Identify reportable currency transactions using reports generated from the core system and information provided by branches Maintain CTR Tracking Sheet for tracking reportable transactions Prepare CTRs for filing using the Bank's AML monitoring system File CTRs, weekly, through the Bank's AML monitoring system and E Filing Track and upload FinCEN acknowledgements, for CTRs filed Independently investigate cash/wire alerts generated by the AML monitoring system, document conclusion and elevate activity that may warrant a SAR filing Independently review OFAC watch list alerts generated by the Bank's AML monitoring system for potential matches to the Treasury lists. Document conclusion and report true or potential matches to the BSA/OFAC Officer. Independently review other watch list matches generated by the Bank's AML monitoring system for identification of high risk businesses/transactions related to a high risk business type such as marijuana, privately owned ATMs etc. Document conclusion and elevate activity that may warrant a SAR filing or raise the customer's risk rating. Perform EDD on wires of interest, daily, research originators and beneficiaries on wires and consult with Branch. Prepare and maintain Wire Transfer Log Prepare Remittance Products statistics for the Bank Call Report Perform FCRM daily system check; and FCRM Data Review functions as required Open cases in Client 360 for issues identified in FCRM, follow up as needed Assist with FCRM software upgrades and creating new FCRM alerts as needed Test vendor OFAC lists as required; Verify OFAC lists have been imported to systems used for OFAC verification Maintain reports for large currency transactions, currency exchanges and IATs Maintain statistics as required for risk assessment, FCRM validation, etc. Report suspicious activity to BSA Officer using the BSA/AML Activity Review form Assist with preparing for: OCC BSA Exam, OCC MLR, BSA risk assessment, etc. Assist with responding to findings/recommendations from the various initiatives and implementation of Program enhancements, etc. Routinely review procedures related to job responsibilities to ensure adherence and recommend revisions to the BSA/AML Officer Cross train new and existing BSA staff, as directed by the BSA/AML Officer Qualifications Required: High School Diploma or equivalent Minimum one year BSA/AML experience working in a BSA Department Windows and Excel proficiency Experience with AML monitoring systems
    $67k-92k yearly est. 4d ago
  • Operations Analyst

    Aspen Insurance Group 3.8company rating

    Analyst Job 17 miles from Wolcott

    Since Aspen was founded in 2002, we have become a leading, diversified specialty insurance and reinsurance company. We respond thoughtfully and creatively to find the best outcomes for our clients and business partners through carefully-tailored solutions. We believe the way we work is just as important as the work we do, and we are guided by our core values of respect, honesty, trust and professionalism. Aspen is a great place to develop your career offering an exciting and challenging environment where achievement is rewarded. The work pattern for this job is Hybrid. Location: Rocky Hill, CT The minimum and maximum salaries for this job role are below: Minimum Salary - 57,600.00 Maximum Salary - 72,000.00 The Role: Aspen is looking for 4 Operations Analysts to help deliver seamless and cost-effective operational services for origination, on-boarding, operational, and off-boarding for US Programs. Work with Program Managers, Senior Analysts, and other relevant stakeholders in the following areas: Provide administrative and technical support in requirements/information gathering, ensuring programs become fully operational once contracts are agreed with proper documentation. Support setup for system set up, automation, contracts, estimations, and on-boarding in accordance with required data elements outlined in Program agreements, and other business partner agreements. Responsible for efficient data feeds from clients (MGAs, TPAs, and Clients) including bordereau data quality and accuracy, and timely bordereau upload. Conduct operational transaction analysis and requesting supporting documentation from client (as necessary). Communications with internal and external stakeholders on opportunities for bordereau improvements. Collaborate to identify and resolve root cause. Request information needed for data calls. Provide support for financial/operational internal/external audits. Work on assigned operational matters and issues (analysis of payment and policy processing differences, off-boarding etc.) in the area of responsibility. Key Accountabilities: Support Program Management strategy and planning for new and existing programs with Program Managers, US Programs Leadership and key stakeholders. Embrace management MI to ensure expected outcomes in the most cost-effective manner. Skills & Experience: Knowledge of policy life cycle transactions. Able to produce MI and detailed reports at various levels. Ability to analyze data and use for decision-making. Exceptional Proficient in MS Office applications effectively e.g. Excel and other departmental software packages. Working knowledge of Policy administration systems. Knowledge of legal and regulatory requirements. Knowledge of Aspen's underwriting process and LoB specific nuisances and expected MI outcomes. Understanding of Program Manager/MGA operational practices Strong technical skills for administrative and transactional support. Strong interpersonal and communication skills. Work effectively independently. Self-motivated. Good time management skills. Good organizational skills. Strong IT development skills in Visual Basics or equivalent programs. Able to manage conflicting priorities to achieve deadlines. Able to plan effectively and efficiently. Strong customer orientation skills. Ability to collaborate effectively within a team environment. Strong attention to detail. Strong investigative skills. Team player. Entry level-based reinsurance and/or insurance experience. Relevant knowledge of (Re)insurance customs, practices, and procedures. Degree level education (or equivalent) At Aspen we know that having a diverse and inclusive workforce is good for our people, good for our business and good for the environments in which we operate. We therefore welcome applications from people which allows us to draw on diverse cultures, perspectives, skills and experiences.
    $53k-77k yearly est. 3d ago
  • Jr. SOC Analyst

    Kelly 4.1company rating

    Analyst Job 17 miles from Wolcott

    24 - 36 Months US Citizens required Onsite Required 3rd Shift Pay Rate: $28.75/hr. (12am - 10am) **Work week assignments (Sunday - Wednesday or Wednesday - Saturday)** PTO Eligibility is after 120 days = 5 days of PTO The following calendar year consultants will be Eligible for 10 PTO days MUST be able to work 24/7/365 shift coverage (days, nights, weekends, holidays, or alternate non-traditional schedules as needed. Both positions will most likely be 2nd/3rd shift Candidates should have the following: Passion for Technology Have been interested in technology Feel strongly that they want to get into the cyber security space but haven't been afforded the opportunity. Recent Certifications in Cyber Security Plans to pursue Cyber Security Certifications Any additional certifications that they've earned is a big selling point to the hiring manager. Examples of taking additional schooling or learning about Cyber Security should be highlighted. Top 3 Required Skills: Must be a US Citizen Demonstrated capacity to work in a detailed technical environment Have a passion for the work - someone who is interested in Cyber. Jr. SOC Monitoring Analyst Job Description: The Junior SOC Monitoring Analyst utilizes internal processes and tools to detect and respond to various threats. Primary Responsibilities: Monitor, analyze and investigate alerts from various log sources including IDS/IPS, firewalls, proxies, servers, endpoints and other network devices in an enterprise security information and event monitoring (SIEM). Perform appropriate response or escalation activities using established event handling and incident response procedures based on risk categorization. Collaborate with peers and stakeholders across the Corporate and Business Unit cyber security and information technology organizations. Perform other duties as assigned. Desired Qualifications: Applicable work experience or academic coursework in Network Support, Security Operations and conversant with cyber security concepts and techniques. Demonstrable knowledge of networking (TCP/IP, topology, and security), operating systems (Windows/UNIX), and web technologies (Internet security). Understand system data, including, but not limited to, security event logs, system logs, and firewall logs. Excellent written and verbal communication skills; must be able to communicate technical details clearly and concisely with peers and various levels of management team. Capability to think and operate independently or in a team environment with minimal supervision. A proactive, analytical and results driven mindset that is highly detail oriented. A solid understanding of process documentation and procedures with the ability to develop, revise and execute standard work. Organizational skills to manage multiple competing priorities and deadlines in a fast-paced working environment. Proven ability to troubleshoot and solve technical issues. Candidate should have technical understanding of the following areas: Network analysis using tcpdump, Wireshark or other packet capture/inspection tools. Searching, interpreting, and working with data from enterprise logging systems including syslog, netflow, Splunk or other SIEM/SIEM platforms. Endpoint protection suites such as Symantec, McAfee, Carbon Black, Forcepoint or Tanium. Education: Typically requires a University Degree in Cyber, Computer Science, Computer Information Systems, Information and Technology Systems, Math or Science or related discipline or equivalent work experience or cybersecurity certifications in lieu of degree. Security+, Network+, A+, CySA+, GSEC, CEH, GCIH, GIAC or similar certifications are a plus. Availability: Ability to work 24/7/365 shift coverage (days, nights, weekends, holidays, or alternate non-traditional schedules as needed.
    $28.8 hourly 9d ago
  • HRIS Analyst

    Coda Search│Staffing

    Analyst Job 33 miles from Wolcott

    A top tier Credit firm in CT is seeking a talented HRIS Analyst to join their service-oriented HR Team. his firm runs lean HR team and offers exposure to areas of HR outside of the data management. This is a great opportunity to gather skills in compensation, performance management, leave administration, as well as data management. This is an opportunity to work in a project heavy role with opportunity for automation initiatives. Responsibilities: Maintain the HRIS through data entry, audits and maintenance Manage sensitive HR and employee info in compliance with privacy regulations and firm policy Automate HR reports for efficiency gains Organize HR data to assist with business needs , and provide easy access for reports and answering business questions Projects across payroll, comp, leave, and performance on an ad hoc basis Requirements: 2-5 years in HR within Financial Services Experience in data/CRM management is a plus Very strong MS Excel (pivot tables, VLOOKUP, data validation)
    $69k-99k yearly est. 2d ago
  • Call Center Analyst

    Insight Global

    Analyst Job 46 miles from Wolcott

    Must Haves: 3+ years of customer service, quality call, or call center experience Experience transcribing and picking up certain key indicators/ information in calls Strong experience with Excel: ability to format cells, formulas, package up a report, etc. Good communication & listening skills Ability to create reports & presentations based off call information Bachelors Degree Nice to Have: Telecommunication Experience Previous experience within a call center Day-to-Day: Insight Global is hiring for a Quality Call Center Analyst to sit 100% onsite for a large, telecommunication company. This person would be joining the Service Transformation Team within the Customer Operations Organization. This Quality Call Center Analyst will be joining a team comprised of program managers, business analysts, and other project managers. This group is working on a new program launch that will encompass multiple phases. The goal of this group is offering "next best decision/action" or NBO to customers by incorporating the artificial intelligence tool, Pega. In other words, when a customer calls in, the platform will interrupt the call and be able to pull past call data or their customer profile. Based off the current data, the AI tool will suggest the next best action or predict why the customer is calling in that way they are directed to the right person/center that will overall better customer experience. This Quality Call Analyst will be listening and gathering context from customer calls with agents. This Quality Call Center Analyst will be listening to see what areas could have been improved in the call to better the customer experience or how they did giving the " next best offer".
    $45k-69k yearly est. 5d ago
  • EPIC Applications Analyst

    Rightclick

    Analyst Job 19 miles from Wolcott

    Our client is a well-established organization with a broad presence. They are committed to delivering high-quality, accessible, and equitable solutions. They are looking for an EPIC Applications Analyst to support and enhance their revenue cycle applications. This role focuses on the design, configuration, testing, validation, and ongoing troubleshooting of EPIC modules, ensuring optimal functionality and workflow integration. This is a hybrid position based in Hartford County, CT. EPIC Applications Analyst's Responsibilities and Duties Provide ongoing maintenance and support for Epic applications, including troubleshooting complex technical issues. Configure, test, and validate software releases and upgrades before production deployment. Maintain knowledge of current Epic applications and industry best practices. Participate in new implementation and installation projects. Manage application security, work queues, reports, and dashboards. EPIC Applications Analyst's Qualifications and Skills Associate's degree or equivalent experience in a relevant setting required; Bachelor's in Information Systems, Business, or related field preferred. At least 5 years of experience in a relevant environment is strongly preferred. Experience in Epic Applications or IT preferred. Preferred Epic Certifications: Cadence, Grand Central, Prelude, RTE, HIM, Resolute HB/PB, PB/HB Claims. Proficiency in MS Office required. RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law.
    $71k-98k yearly est. 6d ago
  • System Analyst

    Humanedge 4.2company rating

    Analyst Job 20 miles from Wolcott

    Opportunity Description The Senior System Analyst is an IT professional primarily responsible for analyzing, designing, implementing, and maintaining information systems. The analyst works closely with the hospital departments as well as other IT professionals such as interface analyst developers, and outside vendors. Prior experience working in a medical setting is a must. Prior experience with Meditech Expanse is a plus, or other EMR's and hospital business applications desirable. Company Information Well-renowned medical center located in Derby, CT. Job Duties Seek out ways to improve on the organization's processes, design systems to implement these changes, and train and motivate others to use these systems. Supervisor the upgrade of existing systems computer systems or the installation of new systems. Responsible for defining/analyzing system problems, designing and testing standards and solutions, and implementing computer system requirements. Provides support for software applications and project teams in recommending, designing, and implementing new solutions regarding the IT environment. Responsible for basic understanding of interfaces and work with interface analyst(s) to design workflow to optimize department efficiencies. Business partner to multiple departments, financial and clinical, including Billing/Accounts Receivable, Accounts Payable, Registration, Radiology, HIM, Scheduling, Materials Management. Manages multiple projects and tasks simultaneously for several hospital departments. Ability to perform some basic report writing and collaborate with developers for more complex requests. On-call support for system issues is a requirement. Education Bachelor's Degree is a must Experience & Skills Required At least five years of experience. Previous experience in a healthcare setting is highly desirable. Demonstrated ability to manage multiple concurrent priorities Ability to independently plan, organize, develop, prioritize, and execute decisions Strong verbal and written communication skills Presents as detail-oriented with strong analytical skills for troubleshooting and problem-solving. Benefits Excellent health, vision, and dental benefits are offered. Free Parking Hybrid work schedule
    $71k-100k yearly est. 6d ago
  • Entry Level Healthcare IT Analyst

    Optimum Healthcare It 4.3company rating

    Analyst Job 19 miles from Wolcott

    Start Your Career in Healthcare Information Technology Today! Getting your first job can be difficult when employers want experience, but to gain that experience, you need your first job. We bridge the gap between your education and professional career by helping you gain the experience and training you need within the Healthcare Information Technology Industry. Optimum Healthcare IT is looking for recent college graduates with an interest in moving into the Healthcare IT Industry. Our Optimum CareerPath training program will equip you with the tools needed for your success as a Healthcare IT Analyst. This position is a full-time role that will REQUIRE relocation to a client in the United States if not already in the area. Relocation assistance is provided for the move after the initial training period. Healthcare IT Analyst Job Responsibilities: · The Healthcare IT Analyst will have primary responsibility for the design, build/configuration, testing, validation, documentation, and ongoing support for the Healthcare applications. · This position will implement, administer, and support assigned systems under the guidance of senior members of the team. · The position will have a good understanding of healthcare organizations, ancillary systems, and health system operations. · Analyze and document user requirements, procedures, and problems to automate or improve existing systems. Review system capabilities, workflow, and scheduling limitations. · Document workflows, configure and/or build activities, change management adherence, end-user notifications, training information, and status reporting in the appropriate system. · Develop, document, and revise system design procedures, test procedures, and quality standards. · Expand or modify the system to serve new purposes or improve workflows. · Review and analyze the system and performance indicators to locate problems and correct errors. Escalate problems and issues to appropriate staff to ensure timely resolution. · Coordinate projects, and schedule and facilitate meetings as necessary to complete assignments. · Technical and functional analyst support of systems that may include Electronic Health Records platforms (Epic, Cerner), IT Project Management, ERP Systems (Workday, Oracle, PeopleSoft, UKG), ITSM applications (ServiceNow), data and analytics applications (Tableau, PowerBI), cloud deployments (GCP, Azure, AWS), and other digital platforms and services. Requirements: · Bachelor's Degree · US work authorization (This position is not open to any H1B /F1 OPT/STEM degrees) · Excellent communication skills (verbal and written) · Ability to exercise tact and good interpersonal skills · Superb analytical and time management skills required · Self-starter, self-motivated, high level of initiative · Result-focused, ability to solve complex problems and resolve conflicts in a timely manner · Internships or Research Project Work is highly desired in a healthcare setting · Understanding of how data works and looks coming from different formats is preferred
    $70k-96k yearly est. 4d ago
  • ERP Systems Analyst

    Engineering Services and Products Company 3.7company rating

    Analyst Job 27 miles from Wolcott

    Essential Duties and Responsibilities: Confer with staff of different departments to analyze current operational procedures, identify problems, and understand specific requirements as it relates to the Company's ERP system. Analyze ERP Systems, design, troubleshoot system problems, document and implement software modifications to improve workflow and increase operational efficiency to meet corporate needs. Customize and configure system workflow to meet corporate needs. Serve as a liaison between functional and technical resources to manage the development and implementation of new system functionality. Act as a subject matter expert in all areas of ERP software and provide assistance in system functionality, upgrades, modifications, and day-to-day problem analysis, issue tracking, and resolution. Collaborate with end users to find solutions to identified problems and ensure that proper documentation is created and shared with necessary staff. Prepare technical reports, simulations and instructional manuals to document systems development. Assist with on-boarding of new employees by providing ERP system overview and training as needed. Translate current business process requirements into functional ERP system requirements. Work directly with ERP software vendor's support department to identify software issues and apply appropriate patches. Coordinate with 3rd party software vendors regarding integration to the ERP system, troubleshoot issues, and perform upgrades. Perform other information technology and business analysis duties as required to support ESAPCO's strategic priorities. Provide occasional IT Help Desk assistance when other IT staff are unavailable. Other duties as assigned. Requirements: Bachelor's degree in Computer Information Systems or a related degree. Three to five years' related experience in a manufacturing environment using Epicor ERP software. Ability to take initiative and follow through with minimal supervision. Ability to work under pressure in a calm and efficient manner. Strong interpersonal skills. ERP system implementation experience a plus. Supervisory Responsibilities: This job has no supervisory responsibilities. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit, talk, listen, stand, and walk. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Compensation: Salary to commensurate with experience. Benefits: We offer an excellent benefits package, including medical, dental, vision, educational assistance, 401(k), life insurance, disability, vacation, holidays, personal/sick time, employee referral, product discounts, and more. Engineering Services and Products Company is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $70k-94k yearly est. 4d ago
  • Investment Analyst

    Brewer Morris

    Analyst Job 37 miles from Wolcott

    Investment Analyst About the Company: A growing firm in the financial services sector, offering opportunities to contribute to its development as part of a small team. Salary: $110,000 - $130,000 with bonus potential Key Responsibilities Lead deal processes and due diligence activities for fund investments; present findings to management and investors. Monitor and review active fund investments and manage operational aspects. Analyze data from multiple sources to support structuring, risk assessments, and new opportunities. Build relationships with service providers to manage fund operations. Develop and maintain dashboards for fund and service provider performance tracking. Assist with investment reporting and risk management across funds. Prepare and deliver executive-level reports. Requirements BA/BS in Business Administration, Finance, Economics, or a related field. Minimum 5 years of experience in financial services. Detail-oriented with exceptional analytical and critical thinking skills. Ability to work independently and articulate complex matters clearly. Effective time management skills and adaptability to multitask. Proficiency in Microsoft Office, especially Excel; knowledge of VBA and SQL is advantageous. Strong communication skills for internal and external purposes. Type: Full-time
    $110k-130k yearly 2d ago
  • Finance Analyst

    Outlier 4.2company rating

    Analyst Job 30 miles from Wolcott

    Outlier helps the world's most innovative companies improve their AI models by providing human feedback. In this role, you will become an AI coach, crafting compelling questions on Finance-related topics and assessing the writing of other contributors doing the same. About the Business Opportunity: Cutting-Edge Consulting Work: Lend your expertise to interesting projects that push the boundaries of AI Independence: Set your own hours and work remotely Flexibility: Duration based on project length and hours Services You Will Provide: You will use your domain expertise to assess the factuality and relevance of texts produced by AI models You will craft and answer questions related to your field of expertise in order to help train AI models You will use your expertise to evaluate and rank responses generated by AI models Required Expertise: PhD, Master's Degree or Bachelors degree with 5 or more years of work experience in Finance or related field English language fluency, both written and spoken Desirable Expertise: AI and machine learning expertise Professional writing experience as a researcher, journalist, technical writer, editor, or similar role Payment: Currently, pay rates for core project work by Finance experts range from $30 to $40 per hour USD. Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project. PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants' needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with the Outlier Privacy Policy and our internal policies and programs designed to protect personal data. This is a 1099 contract opportunity on the Outlier.ai platform. Because this is a freelance opportunity, we do not offer internships, sponsorship, or employment. You must be authorized to work in your country of residence. If you are an international student, you may be able to sign up for Outlier if you are on a visa. You should contact your tax and/or immigration advisor with specific questions regarding your circumstances.
    $30-40 hourly 14d ago
  • Financial Analyst

    Hampton Farms

    Analyst Job 42 miles from Wolcott

    will be based at our Hampton Farms location in Springfield, MA. The Company Hampton Farms is the leading In-Shell Peanut Company in the US. We are also a leading producer of other types of nuts and nut butters for the retail and commercial markets. You can find our product in most grocery stores and major league baseball stadiums. We distribute under the Hampton Farms brand and are also a leading private label manufacturer. Job Summary We are seeking a detail-oriented and analytical Plant Financial Analyst to join our finance team. The successful candidate will be responsible for monitoring and analyzing financial performance at the plant level, supporting cost control initiatives, budgeting, forecasting, and providing insights to help improve operational efficiency and profitability. This position will report to the Controller. Experience in a food manufacturing environment is strongly preferred. Key Responsibilities Analyze plant-level financial performance, including variances in cost, production, and operational KPIs. Partner with operations to monitor and improve cost controls, inventory management, and efficiency metrics. Support the preparation of monthly, quarterly, and annual financial reports. Assist in annual budgeting and quarterly forecasting processes for the plant. Track and analyze standard costs, material costs, labor, and overhead variances. Perform financial modeling and ad hoc analysis to support decision-making. Ensure accurate and timely reporting of plant financial data to corporate finance. Participate in month-end close activities, including journal entries and account reconciliations. Support capital expenditure tracking and ROI analysis. Assist with internal and external audits and ensure compliance with corporate policies and GAAP. Qualifications Bachelor's degree in Accounting, Finance, or related field. 3+ years of experience in financial analysis, preferably in a manufacturing environment; food manufacturing experience is a strong plus. Strong understanding of cost accounting and manufacturing processes. Proficient in ERP systems; NetSuite experience is a plus. Advanced Excel skills (pivot tables, lookups, modeling). Strong analytical, problem-solving, and communication skills. Ability to work independently and as part of a cross-functional team. Attention to detail and commitment to data integrity. Experience in Lean Manufacturing or Six Sigma environments. Exposure to inventory accounting and product costing. Familiarity with business intelligence tools (e.g., NSAW) NetSuite and/or other cloud-based ERP experience. Work Environment Office setting with potential for hybrid work. Fast-paced environment requires multitasking and collaboration with multiple departments. Benefits Health Insurance ~ Employee Assistance (EAP) ~ Teladoc ~ Life Insurance Employee Referral Program ~ 401K Match ~ Disability ~ Tuition Assistance (TAP) Paid Vacation and Personal Days ~ Vision ~ Paid Holidays ~ Jury Duty Leave Dental ~ Bereavement Leave ~ Flexible Spending Account (FSA) Core Values “Equip” - Environment Quality Understanding Integrity People Application Process - This job is contingent upon satisfactory completion of reference checks, education verification, pre-employment drug screening, and a criminal history check. EOE - Equal Opportunity Employer For Additional Information Visit:********************
    $59k-91k yearly est. 4d ago
  • Municipal Bond Credit Analyst

    Clinton Investment Management, LLC

    Analyst Job 46 miles from Wolcott

    Clinton Investment Management is seeking a Municipal Credit Analyst to support the firm's rapid growth of assets under management. Primary job responsibilities include performing detailed credit analysis for securities across multiple municipal sectors and with varying risk profiles. The analyst will help identify potential investment opportunities utilizing the firm's investment thesis and philosophy and articulate credit opinions to internal and external stakeholders. Core Responsibilities • Perform fundamental credit analysis for a complex portfolio of municipal issuers across the risk spectrum, including high yield • Surveil a portfolio of assigned credits within stipulated deadlines through analysis of periodic financial reports, news sources, management discussions, and other external sources to fulfill regulatory requirements • Recommend, through written reports and verbal communication, the potential suitability of specific municipal credits for individual portfolios and commingled funds • Develop, review, and maintain internal credit models to support analysis and trade recommendations • Effectively communicate with team members, rating agencies, broker/dealers and other industry players • Draft periodic credit commentaries on key market and industry developments • Perform special/ad hoc projects, as needed, to advance the research team and firm's objectives Qualifications • Three-to-five years of municipal credit analyst experience at buy/sell side firms, bond insurers, credit ratings agencies, issuers, etc. Other pertinent experience will be considered • Advanced analytical and quantitative skills, particularly an ability to navigate complex data sets and systems to assess credit risks • Knowledge of and interest in macroeconomic topics (economic, political, and legal) and their linkages to municipal securities • Excellent written and verbal communication skills to successfully articulate credit opinions to trading desk and clients • Strong intellectual curiosity, independent thinking, and ability to work collaboratively in team-based settings • Excellent time management/organizational skills and attention to detail Education • Bachelor's degree in a related field (economics, finance, public policy/administration, business, mathematics) is required o Advanced/master's degree is preferred • CFA or progress towards obtaining designation is a plus Preferred Qualifications • Exposure to sectors such as charter schools, healthcare/CCRCs, transportation, higher education, tobacco, and project finance sectors is a plus • High yield experience Compensation Competitive pay and bonus commensurate with professional experience
    $59k-95k yearly est. 3d ago
Consulting Analyst - Retirement Plans
Fiducient Advisors
Hartford, CT
$65k-85k yearly
Job Highlights
  • Hartford, CT
  • Entry Level
  • Bachelor's Preferred
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 Consulting Analyst is responsible for working closely with Investment Consultants. The Consulting Analyst contributes directly to a superior client experience through thoughtful and accurate analysis of the firm's Defined Contribution client portfolios, aligning with our mission of helping clients prosper. The target time to start for this role is Summer 2025.



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
  • 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 as needed
  • Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients
  • Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients
  • Issue and evaluate vendor Request for Information (RFIs) or Request for Proposals (RFPs) and prepare related analysis and deliverables
  • 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
  • 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
  • Entry-level experience welcome
  • Proficiency in Microsoft Suite
  • Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
  • 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 plan (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
  • Ability to multi-task and prioritize under tight deadlines
  • Driven professional with a positive attitude and adaptable
  • Proven ability to work independently and engage within a team structure


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 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 equitable working relationships to support a sense of belonging.
  • Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.



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 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 diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.


The base salary range for this position is $65,000-$85,000. 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 is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.



Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.


We are committed to upholding 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 diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Learn More About Analyst Jobs

How much does an Analyst earn in Wolcott, CT?

The average analyst in Wolcott, CT earns between $58,000 and $106,000 annually. This compares to the national average analyst range of $53,000 to $99,000.

Average Analyst Salary In Wolcott, CT

$78,000
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