Lead Investment Analyst
About the position Provide investment analysis for institutional defined contribution retirement plan clients.
Responsibilities
- Support the design, evaluation, and launch of new retirement investment products in partnership with internal teams and external subadvisors.
- Assist with investment due diligence and ongoing monitoring for retirement products, including CITs, income solutions, and core and non-core menu investment options.
- Evaluate investment universes and menus to identify strategies aligned with product and client needs.
- Manage onboarding, rationalization, and lifecycle oversight of investments on the retirement menu to ensure offerings remain competitive.
- Prepare investment analysis, recommendations, and materials for internal committees and governance forums.
- Assist in the development, documentation, and ongoing maintenance of investment processes, including due diligence frameworks, quarterly and annual subadvisor oversight, and investment menu review practices.
- Act as an investment resource and subject‑matter expert for cross‑functional partners including sales, product, legal, compliance, and operations.
- Develop monthly and quarterly investment‑related marketing, performance, and commentary collateral for internal and external use.
- Support sales teams by answering investment inquiries, contributing to product positioning, and assisting with RFPs and client due diligence.
- Monitor market trends, competitive offerings, and regulatory developments impacting the retirement investment platform.
Requirements
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Seven years of experience in investment research, manager due diligence, product development, or retirement investments
- Ability to operate effectively in a fast‑paced environment while managing multiple priorities and competing deadlines
- Demonstrated comfort working in ambiguity and making sound decisions with incomplete or evolving information
- Experience collaborating cross‑functionally with product, sales, legal, compliance, operations, and senior leadership
- Strong understanding of retirement plan investment structures, including CITs, mutual funds, and group annuity platforms
- Experience evaluating and monitoring public market investment strategies, with working knowledge of private market investments and their application within retirement-oriented products
Nice-to-haves
- CFA or completing coursework for CFA
- Experience working with subadvisors, trust companies, or asset managers in a product, platform, or oversight capacity
- Familiarity with ERISA considerations, fiduciary oversight, and investment governance frameworks
- Exposure to retirement income strategies, private markets or multi‑asset solutions
Benefits
- Compensation
- Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs