Investment & COLI Analyst — Hybrid Role with Growth

Karr Barth Administrators, Inc.; Bala Cynwyd (PA); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Karr Barth Administrators, Inc. in Bala Cynwyd, PA is seeking an Investment & Insurance Analyst. This role requires expertise in fund evaluation and financial modeling or life insurance illustration. You will support business development and lead generation while collaborating with a tight-knit team. Candidates should have 2-8 years of relevant experience, with strong communication skills. The position generally follows a schedule of four days in-office and one day remote weekly, promoting a balanced work environment.

Qualifications

• 2-8 years of experience in investment analysis or financial services.
• Demonstrated technical depth in fund evaluation or financial modeling.
• Familiarity with investment research platforms or life insurance software.

Responsibilities

• Evaluate fund lineups for NQDC plan sponsors.
• Support financial modeling for new business opportunities.
• Run life insurance carrier illustrations for COLI cases.

Skills

Fund evaluation

Financial modeling

Life insurance illustration

Clear communication

Collaborative skills

Education

Bachelor's degree in finance or related field

Tools

Morningstar

Carrier illustration software

Job description

Karr Barth Administrators, Inc. in Bala Cynwyd, PA is seeking an Investment & Insurance Analyst. This role requires expertise in fund evaluation and financial modeling or life insurance illustration. You will support business development and lead generation while collaborating with a tight-knit team. Candidates should have 2-8 years of relevant experience, with strong communication skills. The position generally follows a schedule of four days in-office and one day remote weekly, promoting a balanced work environment.