Senior Analyst

Socket.dev; Towson (MD); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Hybrid telework arrangements

401(k) Plan with match

Monthly fitness stipend

Medical, dental, and vision coverage

Job summary

Bolton is seeking a Senior Analyst in Towson, MD to support the Investment Consulting Group with investment research and client service for institutional retirement plans.

You will conduct due diligence, prepare memorandums, and interact with plan sponsors, recordkeepers, and other service providers to advance client outcomes. Strong analysis, organization, and communication are essential.

Qualifications

• Bachelor’s degree or equivalent experience in a finance-related field.
• Minimum of 5 years in institutional investment consulting or retirement plan operations.
• Experience with investment manager due diligence or performance reporting.
• Ability to manage multiple high-priority projects with minimal oversight.

Responsibilities

• 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

Skills

Investment analysis

Client service

Due diligence

Communication

Education

Bachelor’s degree in Finance, Economics, Business, or related field

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.