Senior Analyst – Investment Consulting

About the role

This position directly supports the organization’s objective of providing a superior level of Investment and Retirement advice to Plan sponsors, and Plan members as appropriate. The Financial (Retirement) Analyst will work both independently and collaboratively with a team to review, analyze, and provide support with recommendations on Investments, plan design and utilization of funds and tools.

What you'll do

• Support Consultants by preparing prospect and client presentations and reports (e.g., investment reviews, governance reviews, investment manager searches
• Analyze investment manager performance
• Evaluate and assess the similarities, differences, and capabilities of various investment managers and record-keepers
• Attend investment manager and record-keeper due diligence meetings
• Prepare investment manager meeting summaries for ratings and/or internal discussions, and for clients

What you need

• Reporting
• Due diligence
• Compliance
• Audit
• CFA or B.Com or MBA or M.Com or BBA

Good to have

• CFA
• Excel
• Capital markets
• VBA
• RPA
• PowerPoint