Investment Analyst — Plan Analytics & Due Diligence (Hybrid)

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

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.