Analyst

Socket.dev; 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

Medical, dental, and vision coverage

Job summary

Bolton is seeking an Analyst in Towson, MD to support the Investment Consulting Group by preparing performance reports for retirement plans and assisting with plan reviews, RFPs, and benchmarking studies. You will work with consultants, sponsors, custodians, and third-party admins to deliver high-quality work that protects client interests and strengthens relationships.

This role builds investment research skills, supporting senior staff with data gathering and manager due diligence in a

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 0–3 years of investment-related experience, DC plan preferred.
• Advanced Excel and PowerPoint skills with data analysis proficiency.
• Strong ability to compile, analyze, and quality-check data for reports.

Responsibilities

• Prepare and review performance reports for defined contribution and defined benefit plans
• Support plan reviews, fee benchmarking, and provider RFPs with data collection and analysis
• Maintain fiduciary and governance documentation and review client risks
• Assist with investment manager research and due diligence data gathering
• Coordinate with custodians, recordkeepers, and third-party administrators
• Prepare rebalancing recommendations and meeting minutes

Skills

Excel

PowerPoint

Data analysis

Education

Bachelor's degree in Finance/Economics

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.