Senior Analyst

Bolton-Partners-Inc; Towson (MD); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Hybrid telework arrangements

401(k) plan with match

Medical, dental, and vision coverage

Paid time off

Monthly fitness stipend

Job summary

Bolton-Partners-Inc is seeking a Senior Analyst within its Investment Consulting Group in Towson, MD. The Senior Analyst supports investment research, due diligence, and client service for institutional retirement plans, collaborating with the CIO and consultants.

This role requires strong analytical, organizational, and communication skills, the ability to manage multiple high-priority projects with minimal supervision, and a track record in investment operations and reporting.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• At least 5 years in institutional investment consulting or related field.
• Experience with investment due diligence or performance reporting.
• Experience communicating with plan sponsors and supporting consultants.
• Strong knowledge of retirement plan operations and vendor relationships.
• Ability to manage multiple high-priority projects with minimal oversight.

Responsibilities

• Serve as primary analytical resource to consultants for institutional clients.
• Prepare investment memorandums and analyze financial data to support recommendations.
• Conduct due diligence reviews and monitor investment managers.
• Prepare and analyze monthly/quarterly/annual client reports.
• Support plan operations and coordination with recordkeepers and service providers.
• Develop and maintain Investment Policy Statements (IPS) and governance docs.
• Assist with service provider searches and RFP responses; support business development proposals.

Skills

Investment analysis

Due diligence

Client communication

Project management

Plan operations

RFPs

Education

Bachelor's degree in Finance/Economics/Business

Tools

Performance reporting tools

Investment platforms

Job description

Description

Job Title: Senior 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 Senior Analyst supports Bolton’s Investment Consulting Group (ICG) through a combination of investment research and client service across a range of institutional retirement plan clients. Working closely with the CIO, the research team, and Bolton consultants, this individual conducts investment analysis and manager due diligence while serving as a primary analytical and operational resource for client-facing teams and interacting directly with plan sponsors, recordkeepers, and other service providers. The role suits an experienced professional with broad institutional investment consulting experience who can apply strong analytical, organizational, and communication skills across multiple client and plan contexts while managing several high-priority projects with minimal oversight.

WHAT YOU’LL DO

• Serve as a primary analytical and operational resource to consultants for assigned institutional investment clients, interacting directly with plan sponsors
• Prepare investment memorandums and analyze financial and economic information to support recommendations for clients and Bolton’s Investment Committee
• Conduct due diligence reviews and assist with the selection and monitoring of investment managers
• Serve as the subject matter expert on performance reporting, preparing monthly, quarterly, annual, and ad hoc client reports and analyses
• Support plan operations and service provider coordination, including DC recordkeeping, onboarding, and transitions
• Assist with the development, review, and maintenance of Investment Policy Statements (IPS) and related governance documentation
• Support service provider searches and RFPs, and contribute to business development proposals

Requirements

WHAT WE’RE LOOKING FOR

Required Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field (or equivalent experience)
• Minimum of 5 years in institutional investment consulting, retirement plan operations, or a related field
• Substantive experience with either investment manager due diligence or performance reporting
• Experience interacting directly with plan sponsors and supporting client-facing consultants, plus exposure to service provider searches, RFPs, or vendor evaluations
• Strong understanding of retirement plan operations, manager due diligence, and service provider relationships
• Ability to manage multiple high-priority projects with minimal oversight, with excellent organizational, written, and verbal communication skills

Preferred Qualifications

• Prior experience working for or closely with a retirement plan recordkeeper
• Chartered Financial Analyst (CFA) charter, or active progress toward completion
• Familiarity with performance reporting tools and recordkeeping platforms
• Experience supporting service provider transitions or implementations

Travel Requirements

• Estimated travel: Minimal
• May include local day travel, overnight travel, client site visits, and 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: $80,000 – $95,000
(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.