Sr Investment Analyst

About Us

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach.

Responsibilities

• Conduct ongoing quantitative and qualitative analysis of investment managers and investment vehicles across multiple asset classes.
• Prepare clear, concise, and insightful written investment commentary for investment committee reports and client reviews.
• Prepare investment recommendations including fund additions, removals, watch status, and replacement recommendations based on established investment criteria and Investment Committee guidance.
• Present investment analysis and recommendations to clients' investment committees.
• Respond to client questions regarding investment performance, manager philosophy, market conditions, and investment strategy.
• Participate in investment manager meetings, due diligence calls, and industry conferences.
• Coordinate regularly with fund company contacts to obtain due diligence information, discuss portfolio positioning, review organizational updates, and product enhancements.
• Evaluate target date fund providers and conduct suitability analysis for clients.
• Support Requests for Proposal (RFPs), finalist presentations, and new business opportunities by providing investment expertise.
• Contribute to the ongoing enhancement of the firm's investment research process and analytical tools.

Requirements

• Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred).
• Proficient knowledge of asset allocation, portfolio construction, performance attribution, risk analysis, capital markets.
• Experience evaluating fund managers and experience with different investment vehicles (mutual funds, CITs, SMAs, etc).
• Exceptional presentation and communication skills.
• Strong commitment to client service, responsiveness, and ability to manage multiple priorities while maintaining attention to detail and meeting deadlines.
• Proficiency with Microsoft Office Suite and conducting meetings via MS Teams/Zoom.
• RPAG knowledge/background (preferred).

Benefits

• Competitive salary
• Paid time off (PTO) & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

Pay

The base salary range for this position is $126,000 - $180,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.