Senior Investment Analyst - Client-Focused Performance Bonus

NFP, an Aon company

Charlotte (NC)

In loco

USD 126.000 - 180.000

Tempo pieno

14 giorni+

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Vantaggi offerti da questo lavoro

Annual performance bonus
401(k) with match
Paid holidays
PTO

Descrizione del lavoro

NFP, an Aon company, seeks a Senior Investment Analyst to serve as a key investment expert on the team, delivering analysis and recommendations to clients. The role emphasizes evaluating managers, communicating insights, and supporting business opportunities with a client-first approach.

The position includes an annual performance bonus based on regional revenue/retention goals and potential commissions if licensed.

Competenze

  • 5+ years of experience in retirement plan investment analysis.

Mansioni

  • Conduct quantitative and qualitative analysis of investment managers and vehicles across asset classes.

Conoscenze

Asset allocation
Portfolio construction
Performance attribution
Risk analysis
Capital markets
Presentation
MS Office
MS Teams/Zoom
RPAG knowledge
CFA in progress

Formazione

CFA candidate/charter

Strumenti

MS Teams
Zoom

Descrizione del lavoro

NFP, an Aon company, seeks a Senior Investment Analyst to serve as a key investment expert on the team, delivering analysis and recommendations to clients. The role emphasizes evaluating managers, communicating insights, and supporting business opportunities with a client-first approach.

The position includes an annual performance bonus based on regional revenue/retention goals and potential commissions if licensed.

Ottieni la revisione del curriculum gratis e riservata.

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