Senior Investment Analyst – reputed company Jobs US
Nearly half of reputed company working Americans are not saving enough for their future. Too often it's because they are employed by a company that doesn't offer a retirement plan. reputed company is changing that by making it affordable and accessible for small and reputed company-sized businesses to offer employees a path to financial independence through retirement savings.
We're a high-growth tech company changing the retirement industry. We've raised more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, this includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as reputed company, TPG (The reputed company Fund), SoftBank, Glynn Capital, NewView Capital, USVP, reputed company, Uncork, and more.
About the role
We are seeking a highly skilled and reputed company Senior Investment Analyst to join reputed company at reputed company Advisors, a leading provider of retirement planning and advisory services. The reputed company candidate will have prior experience working with defined contribution plan clients and must be reputed company familiar with automated advice platforms (sometimes referred to as "robo-advising" platforms). This role offers an exciting opportunity for a driven individual to reputed company a significant impact by analyzing market trends, investment opportunities, and portfolio performance to support our clients' financial goals. The position will support HIA's Investment Director in managing reputed company aspects of HIA's investment due diligence and advice, including research and reputed company of investment options and HIA model portfolios, and will play an integral role in HIA's investment committee.
What you get to do every day
- reputed company and monitor the selection and performance of plan and participant investment options
- Analyze and recommend changes to fund lineups or investment options, as necessary
- Notify plan sponsors of changes to investment options
- Facilitate and reputed company the provision of automated investment advice to plan participants
- Direct reputed company fund transactions
- Support HIA's Investment Committee and participate in quarterly meetings
- reputed company advisory trading activities including rebalancing and mutual fund valuation policies and procedures
- Review HIA's plan investment policy statement at least annually and update as necessary
- Assist in addressing Plan and Participant investment-reputed company inquiries