Senior Investment Strategist, Retirement Plans

Work180; Charlotte (NC); Hybrid; USD 126,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

PeopleFirst culture

Job summary

NFP, an Aon company, seeks a Senior Investment Analyst in Charlotte, NC to serve as a key member of the investment team, analyzing managers and vehicles and delivering recommendations to clients. A salary with an annual performance bonus and potential commissions, based on licenses, is offered.

The role requires strong communication skills, CFA status (preferred), and expertise in asset allocation, portfolio construction, and risk analysis.

Qualifications

• 5+ years retirement plan investment analysis experience.
• CFA or in-progress preferred.
• Proficient knowledge of asset allocation, portfolio construction, risk analysis.

Responsibilities

• Conduct ongoing quantitative and qualitative analysis of investment managers and investment vehicles across multiple asset classes.
• Prepare clear, concise investment commentary for investment committee reports and client reviews.
• Prepare investment recommendations including fund additions, removals, watch status, and replacements.

Skills

CFA

Asset allocation

Portfolio construction

Performance attribution

Risk analysis

Capital markets

Investment vehicles

Presentation skills

Client service

MS Office

MS Teams/Zoom

RPAG knowledge

Tools

MS Office Suite

MS Teams/Zoom

Job description

NFP, an Aon company, seeks a Senior Investment Analyst in Charlotte, NC to serve as a key member of the investment team, analyzing managers and vehicles and delivering recommendations to clients. A salary with an annual performance bonus and potential commissions, based on licenses, is offered.

The role requires strong communication skills, CFA status (preferred), and expertise in asset allocation, portfolio construction, and risk analysis.