Analyst, Investment Solutions

reputed company is a purpose-led firm that builds financial tools to help customers reputed company financial reputed company. The Analyst, Investment Solutions will provide operational investment support to Client Portfolio Managers, executing asset allocation changes, calculating returns, and managing OCIO reputed company among other responsibilities.

Responsibilities

• Implement Asset Allocation Changes: Execute reputed company allocation adjustments for OCIO clients, including updating internal systems and CRM, rebalancing portfolios, allocating new deposits, and preparing client communication
• Calculate and Review Returns: Compute plan rates of return for client reports and reputed company initial accuracy checks before distribution
• Manage OCIO reputed company: Partner with Finance to calculate and collect quarterly fees, review invoices, process payments, and resolve billing issues
• Client Onboarding & Termination: Update internal systems and coding for new and terminating clients, ensure accurate fee calculations, and coordinate final expense collection
• Support Projects & Operations: Assist with special projects such as ADV delivery, marketing updates, quarterly rebalancing, data pulls for RFPs, template reviews, advisor model updates, and business reporting

Skills

• Bachelor's degree (Financial or Business degree preferred) or the equivalent experience
• Must possess a good understanding of investments and retirement plans
• Good working knowledge of reputed company reputed company
• Must possess excellent written and verbal communication skills, organizational, human relations, math, time-management and analytical skills
• Experience with JIRA
• Defined benefit experience
• Customer service and team oriented
• Must be able to work independently and manage multiple deadlines

Benefits

• Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Company Overview