Investment Analyst
Core
Dedicated investment analytics resource for institutional retirement plan clients, producing monitoring reports, due diligence, and strategic lineup reviews.
Role type
Junior Investment Analyst (Institutional Retirement Consulting)
Builds
Investment Monitoring Reports (IMRs), Target Date Fund due diligence reports, Strategic Lineup Reviews (SLRs), Stable Value fund reports
Domain
Retirement Plan Consulting / Institutional Asset Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Excel-based analysis, data collection, quality checks, report template maintenance, written communication, attention to detail, project management
Preferred skills
Morningstar/Broadridge/Fi360 tool exposure, CFA/CIMA/AIF designation progress, defined contribution plan knowledge (401k/403b/457), Salesforce/e-Money knowledge
Technologies
Excel, Morningstar, Broadridge/Fi360, Salesforce, e-Money
Responsibilities
Prepare quarterly Investment Monitoring Reports (IMRs), Build Target Date Fund due diligence reports, Produce Strategic Lineup Reviews (SLRs), Prepare Stable Value fund due diligence reports, Support investment selection and fund replacement analysis, Maintain report templates and process documentation
Seniority
Entry-level, recent graduate