Upvote
Downvote
Consulting Analyst, Retirement Plans
Share Job
- Suggest Revision
- The Consulting Analyst contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s Defined Contribution client portfolios, aligning with our mission of helping clients prosper.
- Collaborate with Investment Research in developing solutions for client portfolios
- Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
- Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
- Fundamental knowledge of retirement plan (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
Active Job
Updated TodaySimilar Job
Relevance
Active