Senior Investment Analyst: Client-Focused, Multi-Asset

AON PLC; Charlotte (NC); On-site; USD 126,000 - 180,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is seeking a Senior Investment Analyst to join the investment team and act as a subject-matter expert in investment analysis. The role focuses on analysis and delivering recommendations to clients, with an annual performance bonus based on regional goals.

Senior Analysts may pursue new business opportunities and may earn commissions if licensed. The position requires extensive experience in retirement plan investment analysis, strong communication skills, and the ability to

Qualifications

• Minimum of 5 years’ experience in the retirement plan investment analysis.
• Knowledge of asset allocation, portfolio construction, performance attribution, and risk analysis.
• Experience evaluating fund managers and investment vehicles (mutual funds, CITs, SMAs).
• Exceptional presentation and communication skills.

Responsibilities

• Conduct quantitative and qualitative analysis of investment managers and vehicles across asset classes.
• Prepare investment commentary for investment committee reports and client reviews.
• Prepare investment recommendations including fund additions/removals/watch status based on criteria and guidance.
• Present investment analyses to clients' investment committees.
• Respond to client questions regarding performance, manager philosophy, market conditions, and strategy.
• Coordinate with fund company contacts for due diligence information, portfolio positioning, and product updates.
• Evaluate target date fund providers and conduct suitability analyses for clients.
• Support RFPs, finalist presentations, and new business opportunities with investment expertise.
• Contribute to enhancements of the firm's investment research process and tools.

Skills

Asset allocation

Portfolio construction

Performance attribution

Risk analysis

Capital markets

Communication skills

RPAG knowledge

Tools

Microsoft Office Suite

Job description

NFP, an Aon company, is seeking a Senior Investment Analyst to join the investment team and act as a subject-matter expert in investment analysis. The role focuses on analysis and delivering recommendations to clients, with an annual performance bonus based on regional goals.

Senior Analysts may pursue new business opportunities and may earn commissions if licensed. The position requires extensive experience in retirement plan investment analysis, strong communication skills, and the ability to