Lead Investment Analyst

Worldwide Salaried Open

About the position Provide investment analysis for institutional defined contribution retirement plan clients.

Responsibilities

Support the design, evaluation, and launch of new retirement investment products in partnership with internal teams and external subadvisors.
Assist with investment due diligence and ongoing monitoring for retirement products, including CITs, income solutions, and core and non-core menu investment options.
Evaluate investment universes and menus to identify strategies aligned with product and client needs.
Manage onboarding, rationalization, and lifecycle oversight of investments on the retirement menu to ensure offerings remain competitive.
Prepare investment analysis, recommendations, and materials for internal committees and governance forums.
Assist in the development, documentation, and ongoing maintenance of investment processes, including due diligence frameworks, quarterly and annual subadvisor oversight, and investment menu review practices.
Act as an investment resource and subject‑matter expert for cross‑functional partners including sales, product, legal, compliance, and operations.
Develop monthly and quarterly investment‑related marketing, performance, and commentary collateral for internal and external use.
Support sales teams by answering investment inquiries, contributing to product positioning, and assisting with RFPs and client due diligence.
Monitor market trends, competitive offerings, and regulatory developments impacting the retirement investment platform.

Bachelor’s 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
Demonstrated comfort working in ambiguity and making sound decisions with incomplete or evolving information
Experience collaborating cross‑functionally with product, sales, legal, compliance, operations, and senior leadership
Strong understanding of retirement plan investment structures, including CITs, mutual funds, and group annuity platforms
Experience evaluating and monitoring public market investment strategies, with working knowledge of private market investments and their application within retirement-oriented products

Nice-to-haves

CFA or completing coursework for CFA
Experience working with subadvisors, trust companies, or asset managers in a product, platform, or oversight capacity
Familiarity with ERISA considerations, fiduciary oversight, and investment governance frameworks
Exposure to retirement income strategies, private markets or multi‑asset solutions

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
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

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