Investment Analyst

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Section 1: Position Summary

The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the “Committee”); and (iii) providing analytic support to the Committee.  The analyst will participate as a non-voting contributor to the Committee. The role takes a leadership role in preparation of the Committee agenda, creating the analytical content and assuring that action items, as requested by the Committee members, are addressed and complete in a timely fashion. And the role monitors performance and completeness of investment managers in offerings in support of the investment committee.

Section 2: Job Functions, Essential Duties and Responsibilities

• 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. and implementing new analysis capabilities.
• Assist with other tasks and projects as assigned
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Supervision  

• N/A

Section 3:  Experience, Skills, Knowledge Requirements

• 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.
• Strong work ethic within a flexible working environment.
• Excellent verbal and written communication skills.
• Must be results oriented with the ability to move fast to meet client needs

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

The national average salary range for this role is $60,000-$100,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.  Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.  For more information, please visit careers.ascensus.com/#Benefits. 

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.