Senior Investment Analyst

Posted about 2 months agoViewed

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💎 Seniority level: Senior, 8-10 years

📍 Location: United States

💸 Salary: 100000.0 - 120000.0 USD per year

🔍 Industry: Retirement Planning and Advisory Services

🏢 Company: Human Interest👥 501-1000💰 $161,000,000 Private about 2 years agoWealth Management Retirement Finance InsurTech Employee Benefits Insurance FinTech

🗣️ Languages: English

⏳ Experience: 8-10 years

🪄 Skills: Data AnalysisAnalytical SkillsComplianceResearchStrategic thinkingFinancial analysis

Requirements:

Degree in finance, accounting, or relevant field
8-10 years related experience
Series 7 and 63 licenses
CFA designation highly preferred
General knowledge of ERISA regulations

Responsibilities:

Oversee the selection and performance of investment options
Analyze and recommend changes to fund lineups
Facilitate automated investment advice to participants
Support the Investment Committee and participate in meetings
Monitor compliance with fiduciary standards