Investment Consultant

USI Insurance Services; South Carolina; On-site; USD 70,000 - 90,000; Full time

Job summary

A leading retirement plan consulting firm is seeking an experienced professional to compile and analyze investment data. Responsibilities include developing investment strategies, monitoring client portfolios, and ensuring compliance with investment policies. The ideal candidate should have over 6 years of experience in investment performance measurement, a strong background in finance, and excellent communication skills. This full-time position offers competitive benefits and opportunities for growth.

Benefits

Competitive health benefits

401(k) with employer match

Generous paid time off policy

Qualifications

• 6 or more years of investment performance measurement experience.
• Strong computer skills, especially with Excel.
• Ability to stay organized in a busy environment.

Responsibilities

• Develop and present investment strategies for pension and retirement plans.
• Monitor and analyze performance of non-proprietary funds.
• Provide commentary on current economic conditions.

Skills

Investment performance measurement experience

Proficient with Excel

Good knowledge of retirement and pension programs

Effective communication skills

Ability to problem-solve

Education

Bachelor's or higher in Mathematics, Business, Finance or Accounting

Tools

Morningstar

Database management software

Job description

Overview

This position is responsible for compiling statistical financial, economic and plan specific data for client investment reports. The ideal candidate should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. The position also is responsible for monitoring and evaluating client portfolios to ensure compliance with investment policy objectives. Additional responsibilities include participating in fund manager due diligence calls/presentations and supporting sales and marketing efforts as requested.

Responsibilities

• Develop, analyze, communicate, teach, present and prepare investment strategies to support the pension and retirement plan sales efforts and help close new business.


• Utilizing appropriate technology, due diligence and publications to review, monitor and analyze performance for the non-proprietary funds currently offered to USICG clients to help them meet their investment objectives.


• Deliver timely, responsive and accurate support to the sales and marketing staff as well as assigned book of clients who require periodic comprehensive written reviews of their plans investments. Retain assigned clients.


• For current clients, review available investment options and the degree of participation in each investment choice. Make recommendations for proactive menu enhancements (i.e. additional investment options to be included as well as menu items in need of deletion).


• Maintain due diligence database of funds not currently offered by USICG, and provide senior management with proposals for additional funds that should become a part of the product offering.


• Alert management to style drift, capitalization trends and performance deterioration to provide timely client and prospect communications; draft internal and external communication and train investment analysts as needed.


• Provide commentary on the current and projected economic conditions and how it may impact the financial markets and investments offered to our retirement plan clients.


• Provide proactive asset allocation advice to DB clients and participate in asset/liability studies.


• Analyze portfolios including composite funds and rebalance as needed, on a quarterly basis.


• Meet periodically with clients to provide relationship management and cross sell other USI services.


• Enact investment policy statements for assigned clients including trades and investment of new deposits.


• Independently and efficiently handle miscellaneous assigned projects.


• Comply with published procedures and compliance manual for USI Advisors and Securities.

Knowledge, Skills And Abilities

• 6 or more years of investment performance measurement experience, with significant exposure to mutual and institutional funds.


• Bachelor’s or more advanced degree in Mathematics, Business, Finance or Accounting.


• Strong computer skills. Especially proficient with Excel, Morningstar, and database management.


• Familiarity with other industry software programs for monitoring funds.


• Series 65 required.


• Good knowledge of retirement and pension programs and their funding.


• Financial expertise and business sense from both USI’s and client’s perspective.


• Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.


• Ability to stay organized and focused in a busy environment.


• Effective communication skills with clients and co-workers, both verbal and written.


• Comfortable presenting to small audiences.


• Personable and credible.


• Ability to work both independently and in a team setting based on the nature of the assignment.

Why USI

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.

USI ONE Advantage

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Awards and Recognitions

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).


• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).


• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.


• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.


• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

Benefits

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Insurance

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