Perform monthly fund performance grid creation and quarterly scorecard analysis.
Coordinate and drive due diligence reviews on investment managers in the various offerings.
Understand fund attribution, strategy changes and any management changes for offerings.
Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios.
Monitor industry fee levels, including fee levels on underlying funds, including understanding of eligibility for breakpoint pricing
Ensure compliance with all Investment Policy Statement requirements.
Ensure that investment manager is providing appropriate rational for fund inclusion and any potential changes.
Take active role in departmental projects, including process improvements, designing policies and procedures.

Bachelor’s degree required; advanced degrees including MSF or MBA a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus.
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management.
Investment Advisor Representative (Series 65/66) or expectation of completion within six months of hire.
Experience with analysis and support of 3(38) offerings preferred
Must be able to work independently, meet shifting deadlines, and thrive with minimal supervision.
Easily adaptable and at an advanced level with Excel, PowerPoint, and Word.
Solid understanding of portfolio performance analysis, calculations, and the ability to articulate investment information.

Investment Analyst

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