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Allocation Analyst Jobs in Illinois (NOW HIRING)

NFP Corp

Consulting Analyst - Allocation

Chicago, IL · On-site

Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis, leveraging approved analytical and AI-enabled tools to enhance efficiency and ...

NFP Corp

Consulting Analyst - Allocation

Chicago, IL · On-site

Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis, leveraging approved analytical and AI-enabled tools to enhance efficiency and ...

NFP Corp

Consulting Analyst - Allocation

Chicago, IL · On-site

Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis, leveraging approved analytical and AIenabled tools to enhance efficiency and ...

Aon

Consulting Analyst - Allocation

Chicago, IL · On-site

Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis, leveraging approved analytical and AIenabled tools to enhance efficiency and ...

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Agronomy & Sustainability Analyst

Oakbrook Terrace, IL · On-site +1

$58K - $78K/yr

Agronomy & Sustainability Analyst Position Type: Regular - Full-Time Grade: Grade 04 Requisition ID: 43272 In every role, McCainers are ambitious, curious, and passionate about creating exceptional ...

UNCOMN

Wargames Analyst

Scott Air Force Base, IL · On-site

$90K - $105K/yr

UNCOMN is seeking a Wargames Analyst (Functional Consultant) to: * Provide expert-level support to administration, planning, and execution, and conduct after-action activities, including reports and ...

Chicago Housing Authority

Contract Analyst

Chicago, IL · Hybrid

$71K - $86K/yr

Analyze operating budgets and budget variances by reviewing various financial reports, such as a trial balance, to identify trends and proper expense allocation. * Analyze purchase order balances by ...

Chicago Housing Authority

Contract Analyst

Chicago, IL · On-site

$70K - $75K/yr

Analyze operating budgets and budget variances by reviewing various financial reports, such as a trial balance, to identify trends and proper expense allocation. * Analyze purchase order balances by ...

Walgreens

Merchandise Planner

Deerfield, IL · On-site

Bachelor's Degree and at least 2 years of experience in one or more of the following: retail, merchandising, planning, demand planning, inventory management, allocation, analytics, finance or ...

Genesys

IT FinOps Analyst

Virginia, IL

As an IT FinOps Analyst, you will support cost visibility, allocation, and optimization practices across our cloud and AI environments, enabling teams to understand and manage the true cost of the ...

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All JobsAllocation Analyst JobsAllocation Analyst Jobs in Illinois

Allocation Analyst information

See Illinois salary details

$33.9K

$73.2K

$126.9K

How much do allocation analyst jobs pay per year?

As of Sep 12, 2026, the average yearly pay for allocation analyst in Illinois is $73,178.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,200.00 and $86,700.00 per year, depending on experience, location, and employer.

What is an allocation analyst?

Allocation Analysts are professionals responsible for managing and optimizing the distribution of products, inventory, or resources within a company. They analyze sales trends, inventory levels, and demand forecasts to ensure that the right products are in the right locations at the right times. Their work helps maximize sales, reduce excess inventory, and improve overall supply chain efficiency. Allocation Analysts often collaborate with buyers, planners, and store managers to support business goals.

What does an allocation analyst do?

An allocation analyst is in charge of monitoring and maintaining the amount of merchandise available for customers to purchase. Your responsibilities in this career include managing inventory, gathering information on customer desire and trends, and providing a forecast on supply and demand. Your duties have you analyze your research, allocate merchandise strategy, and recommend the best steps for profit growth. You provide reports on research and anticipate upcoming trends. An allocation analyst also pays attention to product details, including sizes and colors, as well as what the competition is offering.

What are the key skills and qualifications needed to thrive as an allocation analyst, and why are they important?

To thrive as an Allocation Analyst, you need strong analytical skills, proficiency in data interpretation, and a background in business, finance, or supply chain management. Familiarity with inventory management systems, Microsoft Excel, and often ERP software like SAP or Oracle is typically required. Attention to detail, effective communication, and problem-solving abilities are key soft skills that distinguish top performers. These skills ensure optimal product distribution, data-driven decision-making, and efficient collaboration with cross-functional teams.

How does an allocation analyst typically collaborate with the merchandising and supply chain teams?

Allocation Analysts work closely with both the merchandising and supply chain teams to ensure the right products are distributed to the right locations in optimal quantities. They regularly attend cross-functional meetings to discuss sales forecasts, inventory levels, and upcoming promotions, using these insights to adjust allocation strategies. Strong communication and data analysis skills are essential, as Allocation Analysts must translate sales and inventory data into actionable plans that align with business objectives and respond quickly to changing demand patterns.

What is the difference between Allocation Analyst vs Inventory Analyst?

AspectAllocation AnalystInventory Analyst
Primary FocusDistributing resources or products to optimize supply chain efficiencyManaging stock levels and inventory accuracy
Required SkillsData analysis, supply chain knowledge, attention to detailInventory management, data analysis, forecasting
Work EnvironmentRetail, manufacturing, logistics companiesWarehouses, retail, manufacturing sectors
Common CertificationsSupply Chain certifications, APICS CPIM or CSCPInventory management certifications, APICS certifications

While both roles involve data analysis and supply chain concepts, Allocation Analysts focus on distributing resources efficiently across locations, whereas Inventory Analysts concentrate on maintaining optimal stock levels. Both roles are vital in supply chain management and often collaborate to ensure smooth operations.

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For Allocation Analyst jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Allocation Analyst jobs in Illinois look for?

The top searched job categories for Allocation Analyst jobs in Illinois are:

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For Allocation Analyst jobs in IL, the most frequently searched job titles are:

Allocation Analyst jobs near you
Infographic showing various Allocation Analyst job openings in Illinois as of September 2026, with employment types broken down into 1% Internship, 82% Full Time, 11% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 79% Physical, 8% Hybrid, and 13% Remote job distribution, with an average salary of $73,178 per year, or $35.2 per hour.

Consulting Analyst - Allocation

Chicago, IL • On-site

NFP Corp
Personal Services • 5 - 10K employees
Learn more about NFP Corpexternal

Full-time

Retirement, PTO

Posted 13 days ago

Job description

Posting Description
Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com and www.fiducientadvisors.com.
The Consulting Analyst is responsible for contributing directly to a superior client experience while working closely with Investment Consultants through thoughtful and accurate analysis of the firm's Endowment & Foundation and Defined Benefit Plan client portfolios, aligning with our mission of helping clients prosper.
Responsibilities:
  • Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm
  • Evaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restrictions
  • Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis, leveraging approved analytical and AI-enabled tools to enhance efficiency and analytical consistency.
  • Collaborate with Investment Research in developing solutions for client portfolios
  • Develop fiduciary governance materials in preparation for quarterly reporting
  • Analyze and create customized components for client reports and supplemental meeting materials, utilizing approved AI tools to assist with drafting, summarization, and quality control.
  • Analyze and develop trade recommendations to implement investment decisions, portfolio reallocations, or rebalancing, consistent with the firm's risk management protocol and in compliance with client investment policy guidelines and firm-established policy and procedures. Closely monitor and respond to ongoing recurrent or ad hoc cash management needs in client portfolios
  • Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients
  • Issue and evaluate vendor RFIs and RFPs, using AI-enabled tools to support data extraction, comparison, and synthesis while exercising independent judgment in all conclusions.
  • Respond to periodic audit requests for investment-related data and analysis
  • Conduct special ad-hoc analyses and projects as needed to support Investment Consultants
  • Interact with and proactively communicate with Investment Consultants on all client matters and related projects
  • Apply AI tools to support drafting, summarization, reconciliation, and quality-control of analytical outputs (e.g., IPS drafts, trade rationales, governance materials), ensuring all final deliverables are reviewed and validated by the analyst.
  • Attend and present at client meetings in a supporting role on occasion
  • Respond to all meeting follow-up and action items in a timely and effective manner
  • Maintain accurate client account and investment records in the CRM
  • Respond to client and vendor requests in a timely and effective manner

Required Education, Professional & Technical Experience
  • Bachelor's degree required with a preferred concentration in Economics or Finance
  • Two (2) to five (5) years of investment consulting or investment-related work experience
  • Experience with servicing Institutional clients in a Discretionary Outsourced CIO ("OCIO") servicing framework is a plus
  • Proficiency in Microsoft Suite
  • Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
  • Familiarity with AI-enabled productivity or analytical tools (e.g., Copilot, large language model-based assistants, automation tools, or analytical copilots) to support research, drafting, reconciliation, summarization, or quality control of analytical outputs.
  • Ability to critically review, validate, and refine AI-assisted outputs, ensuring accuracy, consistency, and alignment with fiduciary and firm standards.
  • CFA candidate is a plus
  • Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
  • Intellectual curiosity about investments, asset allocation, and portfolio structure
  • Fundamental knowledge of retirement plans (Defined Benefit and Defined Contribution) and nonprofit client marketplaces

Essential Traits
  • Thoughtful ability to establish rapport and build relationships.
  • Demonstrates the ability to thoughtfully adopt firm-approved analytical tools (including AI-enabled solutions) to improve efficiency, accuracy, and service scalability while maintaining strong judgment and attention to detail.
  • Exceptional communication in a public setting with notable writing and presentation skills.
  • Adaptability when priorities shift and able to work independently.
  • Sound judgment and problem-solving skills.
  • Innovative, curious, and enthusiastic.
  • Detail-oriented with a high level of accuracy and organization.
  • Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
  • Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements
  • This role may travel up to 10% of the time for training and or business/events.
  • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations
The physical expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
  • Must be able to remain in a stationary position for up to 8 hours.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. The individual should be able to exchange accurate information.
  • The person in this position may at times need to move throughout the building to access different areas.
  • Ability to move equipment weighing up to 25 pounds.

Reasonable accommodation may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $65,000-$87,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Paid Time Off
  • Generous PTO with optional rollover
  • Personal/Sick Time
  • 10 Holidays with additional half days off for specific holidays throughout the year
  • Summer Perks
  • Bereavement Time -inclusive time off for a loved one, unborn child, or pet.
  • Employer Paid Parental, Personal and Family leaves.
  • Professional Development Day for eligible exams

Work Life Convenience Benefits
  • Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
  • KindBody - Family & Fertility Assistance
  • Wellness Reimbursement Program
  • Professional Development Designation reimbursement
  • Employee Referral Program
  • Employee Resource Groups, Mentorship Program & New Hire Cohort
  • 401K Plan with company match
  • Cell Phone Reimbursement Program

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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