- Evaluate and make recommendations for investment options within assigned asset class and/or sectors.
- Provide research coverage of individual equities and assigned sector(s) within the equity portfolio, including ongoing monitoring of company fundamentals, valuation, earnings results, and news, and make buy, hold, and sell recommendations.
- Contribute to the Team’s Capital Market Forecasts, Asset Allocation and other investment team activities.
- Trading duties include the analysis of cash reports, account rebalancing, execution of purchases and sales of individual equities and bonds and mutual funds through trust accounting system using portfolio management overlay software.
- Interview representatives from investment firms to identify opportunities and risks.
- Perform returns-based (performance) and holdings-based (attribution) quantitative analysis.
- Prepare and distribute investment reports that support the business and clients.
- Attend meetings with senior staff and present research, findings, and analysis as needed.
- Demonstrate the ability to identify areas of improvement and recommend solutions.
- Excellent organizational skills and attention to detail.
- Must be proactive about promptly verifying accuracy of assigned tasks.
- Strong analytical, critical thinking, and problem-solving skills.
- Proficient with Microsoft Excel.
- Ideal candidates have experience using portfolio analytics and trading software such as Bloomberg, FactSet, Morningstar Direct, Morningstar Office, and Tamarac.
Minimum
- 4 Year / Bachelors Degree
- Bachelor’s degree required. Preferably with concentrations or experience in personal financial planning, investment management, business administration, accounting, finance, or banking.
Preferred
- Graduate Degree
- A Master’s Degree is a plus.
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.
Skills Required
- Bachelor’s degree required
- Bachelor’s degree preferably concentrated in or supplemented by experience in personal financial planning, investment management, business administration, accounting, finance, or banking
- Master’s degree
- Strong analytical, critical thinking, problem-solving, organizational, and attention-to-detail skills
- Proficiency with Microsoft Excel
- Experience with portfolio analytics and trading software such as Bloomberg, FactSet, Morningstar Direct, Morningstar Office, or Tamarac
Ascensus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.
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Flexible Benefits — Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
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Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
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Parental & Family Support — Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.
Ascensus Insights
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
