Senior Investment Analyst: Retirement Plans & Client Advisory

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

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

And more

Job summary

NFP, an Aon company, in Charlotte, NC, is seeking a Senior Investment Analyst to serve as a subject matter expert on investment analysis and to communicate recommendations to clients and committees.

This salaried role includes an annual performance bonus and opportunities to pursue new business opportunities with appropriate licenses. Base salary range and incentives reflect regional goals and market norms.

Qualifications

• Minimum of 5 years' experience in the retirement plan industry, with 10+ years preferred.
• Proficient knowledge of asset allocation, portfolio construction, performance attribution, risk analysis, capital markets.
• Experience evaluating fund managers and experience with different investment vehicles (mutual funds, CITs, SMAs, etc).
• Exceptional presentation and communication skills.
• Strong commitment to client service, responsiveness, and ability to manage multiple priorities while meeting deadlines.
• RPAG knowledge/background (preferred).

Responsibilities

• Conduct ongoing quantitative and qualitative analysis of investment managers and vehicles across multiple asset classes.
• Prepare investment commentary for investment committee reports and client reviews.
• Prepare investment recommendations including fund additions, removals, watch status, and replacements based on criteria and Investment Committee guidance.
• Present investment analysis and recommendations to clients' investment committees.
• Respond to client questions regarding investment performance, manager philosophy, market conditions, and investment strategy.
• Participate in investment manager meetings, due diligence calls, and industry conferences; coordinate with fund company contacts for information and updates.
• Evaluate target date fund providers and conduct suitability analysis for clients.
• Support RFPs, finalist presentations, and new business opportunities by providing investment expertise.
• Contribute to ongoing enhancement of the firm's investment research process and tools.

Skills

Investment analysis

Asset allocation

Portfolio construction

Performance attribution

Risk analysis

Capital markets

Communication

Education

Bachelor's degree

Tools

Microsoft Office

MS Teams/Zoom

Job description

NFP, an Aon company, in Charlotte, NC, is seeking a Senior Investment Analyst to serve as a subject matter expert on investment analysis and to communicate recommendations to clients and committees.

This salaried role includes an annual performance bonus and opportunities to pursue new business opportunities with appropriate licenses. Base salary range and incentives reflect regional goals and market norms.