Analyst

Bolton is a full-service HR & Benefits Consulting firm with four decades of experience helping organizations make confident workforce decisions. Bolton’s Investment practice provides independent investment consulting and advisory services to corporate, public sector, and multi-employer retirement plans. The team supports clients in strengthening plan governance and improving long-term financial outcomes.

About The Role

The Analyst supports Bolton’s Investment Consulting Group (ICG) by preparing and reviewing performance reports for defined contribution and defined benefit plans and assisting with plan reviews, provider searches, and fee benchmarking studies. Partnering with consultants, plan sponsors, recordkeepers, custodians, and third-party administrators, the Analyst delivers accurate, high-quality work that protects client interests and strengthens relationships. The role also builds investment research skills, supporting the CIO and senior investment staff with data gathering and analysis for manager research and due diligence—an ideal opportunity for a detail-oriented self-starter looking to grow within a collaborative, quality-focused team.

Responsibilities

• Prepare and review performance reports for defined contribution and defined benefit plans
• Support plan reviews, fee benchmarking studies, and provider RFPs—including data collection, analysis, and documentation
• Maintain fiduciary and governance documentation and perform detailed document reviews to identify potential client risks
• Assist the CIO and senior investment staff with data gathering and analysis for investment manager research and due diligence
• Serve as a liaison for clients with custodians, recordkeepers, and third-party administrators
• Prepare rebalancing recommendations, direction letters, and meeting minutes for client and internal investment committees

Requirements

• Bachelor’s degree, preferably in Finance, Economics, or a related field
• 0–3 years of investment-related experience (Defined Contribution plan experience preferred)
• Advanced Microsoft Excel (formulas, pivot tables, data analysis) and PowerPoint, with proficiency across the broader Microsoft Office Suite
• Ability to compile, analyze, and quality-check data for accuracy in reports and deliverables

Qualifications

• Knowledge of IRS and DOL rules governing retirement plans
• Familiarity with plan reviews, fee benchmarking studies, and provider RFP processes
• Understanding of financial markets and investment consulting principles
• Progress toward the CFA charter (e.g., completion of Level I)

Travel Requirements

Estimated travel: Minimal. May include local day travel and occasional conferences or training events.

Benefits

• Medical, dental, and vision coverage
• Employer-paid disability and life insurance
• 401(k) Plan with match after 6-months of employment
• Paid time off and holidays
• Hybrid telework arrangements
• Monthly fitness stipend

Pay

Salary Range: $55,000 – $65,000 (Actual compensation will depend on experience, qualifications, and location.)