Job Description
Description and Requirements General Description The Investment Analyst is responsible for undertaking financial research and reporting on prospective investment avenues. The Investment Analyst should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. Additional responsibilities include participating in fund manager due diligence calls/presentations, project work (as requested).
Responsibilities: - Work with USI Advisor's Director of Research to monitor investments across assigned asset classes and ensure processes are in line with best practices.
- Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.
- Responsible for regular written assessment fund/market commentary for client / prospect use.
- Maintain and assess proprietary quantitative data for investment manager evaluation.
- Maintain and assess proprietary quantitative models.
- Monitor investment performance, risk levels, investment strategy and objective changes.
- Maintain and assess custom Morningstar Reports.
- Conduct due diligence on asset managers.
- Prepare reports for client and investment committee meetings.
- Collaborate with research/investment analysts on fund and market related analysis
Knowledge, Skills, and Abilities: - 3+ years of relevant working experience preferred.
- Bachelor's Degree (Finance, Economics, or Business Administration) preferred.
- Series 65 or equivalent desirable or willing to obtain.
- CFA and/or MBA certification or working towards obtaining desirable
- Advanced Computer knowledge (e.g., Microsoft Excel, Word, and PowerPoint; Morningstar; and database management).
- Ability to solve creatively and proactively problem-solve, adhering to all regulatory requirements.
- Ability to stay organized and focused on a busy environment.
- Effective communication skills with clients and co-workers, both verbal and written.
- Personable and credible.
- Demonstrates cooperation and collaboration in a team setting.
Why USI? USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services ("USI"). To learn more, visit
usicg.com or follow us on
LinkedIn .
Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the
USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers
employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working
together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace Our award-winning
I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer - Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
- Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
- Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
- Certified as a Great Place To Work two years in a row (2024-2025).
Visit our
Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Salary range is $45,000 - $55,000, plus potential compensation incentives
Job Tags
Temporary work, Work experience placement, Local area, Flexible hours,