Senior Investment Analyst – Indeed Jobs US
Nearly half of all working Americans are not saving enough for their future. Too often it's because they are employed by a company that doesn't offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.
We're a high-growth tech company changing the retirement industry. We've raised more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, this includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.
About the role
We are seeking a highly skilled and experienced Senior Investment Analyst to join our team at Human Interest Advisors, a leading provider of retirement planning and advisory services. The optimal candidate will have prior experience working with defined contribution plan clients and must be very familiar with automated advice platforms (sometimes referred to as "robo-advising" platforms). This role offers an exciting opportunity for a driven individual to make a significant impact by analyzing market trends, investment opportunities, and portfolio performance to support our clients' financial goals. The position will support HIA's Investment Director in managing all aspects of HIA's investment due diligence and advice, including research and oversight of investment options and HIA model portfolios, and will play an integral role in HIA's investment committee.
What you get to do every day
- Oversee and monitor the selection and performance of plan and participant investment options
- Analyze and recommend changes to fund lineups or investment options, as necessary
- Notify plan sponsors of changes to investment options
- Facilitate and oversee the provision of automated investment advice to plan participants
- Direct all fund transactions
- Support HIA's Investment Committee and participate in quarterly meetings
- Oversee advisory trading activities including rebalancing and mutual fund valuation policies and procedures
- Review HIA's plan investment policy statement at least annually and update as necessary
- Assist in addressing Plan and Participant investment-related inquiries