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Senior Investment Analyst - Due Diligence, Retirement Remote

72% Flex
Remote: 
Full Remote
Contract: 
Salary: 
80 - 90K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Experience in asset management or related field, Strong analytical and problem-solving skills.

Key responsabilities:

  • Conduct investment due diligence and assessments
  • Generate reports, graphs, and streamline tasks for efficiency
OneDigital logo
OneDigital Large https://www.onedigital.com/
1001 - 5000 Employees
See more OneDigital offers

Job description

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Your missions

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

OneDigital is looking for a business professional to join the Retirement + Wealth division and focus on enhancing our investment management process. You'll be an integral member of the team, one who believes in high performance, collaboration, authentic communication, open feedback, and overall excellence. This is an exciting opportunity to join a growing organization recognized as being one of the Best and Brightest Companies to work for.  

JOB PURPOSE SUMMARY  

This Senior Investment Analyst role is focused on supporting the Retirement Plan & Institutional side of the business. Our team is responsible for the due diligence on investment strategies utilized across OneDigital clients. The analyst will serve internal clients by creating and working the process to arm colleagues with the quantitative and qualitative framework for successful investment selection.   

The analyst will work directly with the team to maintain an investment menu, monitor investment performance, perform qualitative due diligence, implement & document investment changes and help with other projects associated with retirement plan investments. It is expected that the analyst can work independently and in collaboration.

Responsibilities may include: 

  • Create, update & maintain investment due diligence documentation (Excel, Word, OneNote, etc)
  • Conduct due diligence calls, both as a team and individually, and make qualitative assessments on investment strategies
  • Generate reports and graphs for quarterly and ad hoc communications
  • Develop processes to create efficiency via automation and streamlining tasks
  • Participate in longer-term projects by supporting firm initiatives such as stable value, target date funds, personalized portfolios and retirement income
  • Maintain documentation of approved strategies, associated data and access points

If you are a motivated individual with a strong work ethic, excellent team skills, outstanding communication skills and a true passion for investments we would like to speak with you. 

Qualifications: 

  • Prior experience in asset management, investment due diligence or related field
  • Demonstrate analytical and problem-solving skills with attention to details 
  • Strong understanding of the investment industry and retirement space
  • Effective in communicating to a variety of audiences both written and oral  
  • Work independently and in collaboration to complete tasks in timely manner
  • Strong ability to use Microsoft Office products, experience with programing a plus
  • Experience with industry software such as M*Direct, FactSet, etc.
  • Obtained, or working towards, right to use CFA® designation

The typical base pay range for this role nationwide is $80,000.00 to $90,000.00.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.  We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. 

To learn more, visit: www.onedigital.com/careers  

Thank you for your interest in joining the OneDigital team!

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Soft Skills

  • Team Collaboration
  • Effective Communication
  • Analytical Thinking
  • Attention to Detail
  • Independence
  • High Work Ethic

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