Provide investment analysis for institutional defined contribution retirement plan clients.
Requirements
- Bachelorās degree in Finance, Economics, Business, or a related field
- Seven years of experience in investment research, manager due diligence, product development, or retirement investments
- Ability to operate effectively in a fast-paced environment while managing multiple priorities and competing deadlines
Benefits
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off
- Ten paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs