Analyst

Bolton Partners, Inc.; Towson (MD); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid telework arrangements

Monthly fitness stipend

401(k) Plan with match

Job summary

Bolton Partners, Inc. is seeking an Analyst in Towson, MD to support Bolton's Investment Consulting Group.

You will prepare and review performance reports for defined contribution and defined benefit plans and assist with plan reviews, provider RFPs, and fee benchmarking studies. Collaborate with consultants, sponsors, recordkeepers, custodians, and administrators while building research skills for manager due diligence.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 0–3 years of investment-related experience (Defined Contribution experience preferred).
• Advanced Excel (formulas, pivot tables) and PowerPoint, with proficiency in the Office suite.
• Ability to compile, analyze, and quality-check data for accuracy in reports.

Responsibilities

• Prepare and review performance reports for defined contribution and defined benefit plans.
• Support plan reviews, fee benchmarking studies, and provider RFPs with data collection and analysis.
• Maintain fiduciary and governance documentation and perform detailed document reviews to identify client risks.
• Assist the CIO and senior investment staff with data gathering and analysis for 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.

Skills

Advanced Excel

PowerPoint

Data analysis

Report quality assurance

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Microsoft Office Suite

Job description

Description

Job Title: Analyst

Employment Type: Full-time, Exempt

Department: Investment Consulting Group (ICG)

Location: Towson, MD

ABOUT BOLTON & OUR INVESTMENT TEAM

Bolton is a full-service HR & Benefits Consulting firm with four decades of experience helping organizations make confident workforce decisions. Bolton's Investment practice specifically 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.

WHAT YOU'LL DO

• 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

WHAT WE'RE LOOKING FOR

Required Qualifications

• 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

Preferred 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

WHY JOIN BOLTON

• Collaborative, team-oriented culture
• Opportunity to work alongside experienced consultants and industry leaders
• Exposure to meaningful, client-driven work
• Ongoing learning and professional development opportunities

COMPENSATION & BENEFITS

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

Benefits Overview:

• 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

Equal Opportunity Employer

Bolton is an equal opportunity employer and is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Reasonable Accommodations

Bolton is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and employment process. If you require an accommodation, please contact Human Resources.