Investment Analyst - Retirement Plan Advisory

The Investment Analyst position is an integral component of the Retirement Plan Advisory team. The team consults with and advises mid-market companies and organizations on their retirement plan(s) regarding plan design, investments, due diligence, fees, outsourcing delivery and participant education strategy. The analyst will work closely with the professionals on the team with a focus on manager analysis, quarterly reporting, fee analysis, manager searches, vendor searches, practice operations, etc. We are seeking a candidate that is highly motivated, works independently, proactive and has a willingness to grow and take on new assignments. 

Responsibilities will include:

• Inputting, analyzing, and monitoring qualitative and quantitative data of plan sponsor retirement plan investment menus

• Prepare a custom quarterly, investment performance and plan activity presentation for client committees

• Organization of due diligence documents for archiving Conduct investment manager searches

• Prepare accounting of plan fees and expenses annually General assistance with plan vendor RFI & RFP’s Coordination of quarterly client billing

• Some general administrative duties

Candidate requirements:

• Bachelor’s degree from a top tier institution

• Series 65

• 1 year investment analyst experience and/or 2-3 years of investment advisory/consulting experience

• Strong working knowledge of Zephyr, Morningstar 
  Excellent communication (verbal and written) skills

• CFA preferred

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