Investment Analyst

OneDigital•Overland Park, KS

About The Position

This entry-level role supports OneDigital's centralized investment function across wealth and institutional business lines. Analysts may initially align with functional areas that include due diligence, analytics, trading support, and advisor/client support, executing standardized analyses, maintaining high-quality data and documentation, and contributing to the consistent delivery of investment solutions. The position develops core capabilities in research, multi-asset portfolio analytics, operational workflows, and client-ready communications while collaborating with senior team members and cross-functional partners. OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is 'a career of consequence.' We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability.

Requirements

Superior written and verbal communication skills
Strong attention to detail and commitment to data accuracy
Organizational, coordination, and project management skills
General understanding of multiple asset classes, including equities, fixed income, and alternative investments
0-3 years of experience in financial services
Investment and markets background

Nice To Haves

Familiarity with model portfolio construction and ETF analysis preferred
Experience with investment software (e.g., Morningstar Direct, FactSet, FI360, Python) preferred
CFA candidate highly desirable
Experience with mutual funds, ETFs, and/or model portfolio analysis across retirement plans, institutional portfolios, or wealth management desired

Responsibilities

Collect, validate, and organize manager/product information, factsheets, and data files across mutual funds, ETFs, Collective Investment Trusts (CITs), separately managed accounts (SMAs), alternative investments and other investment strategies.
Assist with fund and ETF screening, manager questionnaires (e.g., DDQ/RFI), meeting logistics, and record-keeping.
Draft or update internal due diligence summaries and maintain watchlist commentary under senior guidance.
Take detailed notes during manager calls, webinars, and internal review meetings, converting them into usable research summaries.
Work with OneDigital's proprietary AI systems to help improve processes and due diligence coverage.
Maintain and update approved lists, model portfolios, and reference data (e.g., CUSIPs, ticker symbols, share classes, ETF structures, platform availability) across internal systems.
Support onboarding and changes for strategies, model portfolios, and ETF offerings; ensure proper documentation and version control.
Execute recurring data hygiene tasks and reconcile platform artifacts — including model allocations and ETF holdings — to internal investment policy standards.
Prepare trade files and allocation worksheets for model portfolios and ETF-based strategies; reconcile orders, allocations, and confirmations.
Monitor post-trade exceptions and collaborate with operations and custodians to resolve breaks.
Maintain audit trails and implementation checklists consistent with established procedures.
Run standardized performance, attribution, and risk reports across mutual funds, ETFs, and model portfolios; verify benchmarks and peer group categories (e.g., Morningstar, FI360, FactSet, Python).
Maintain dashboards and monthly/quarterly reporting packages with strong quality control discipline.
Escalate anomalies and document methodological changes as needed.
Respond to routine information requests from advisors and field teams with pre-approved content and data extracts.
Provide product/portfolio facts on mutual funds, ETFs, and model portfolios; compare investments against peers and highlight alternatives where applicable.
Assist with portfolio reviews for advisors, including allocation analysis, performance reviews, manager comparisons, and identification of portfolio gaps or overlap.
Coordinate case tracking with internal service teams.
Build slides, exhibits, and tables for investment committees, client meetings, plan sponsor reviews, and RFPs/RFIs — including model portfolio and ETF strategy summaries.
Translate investment team views and portfolio changes into clear, concise materials tailored to advisor and client audiences.
Contribute data and drafts to market and economic commentary under editorial review.
Ensure OneDigital branding, compliance, and version control are maintained across all deliverables.
Follow applicable policies and procedures (e.g., best execution, valuation, ERISA/SEC) and documentation standards.
Support surveillance and audit activities with organized records and evidence.
Complete required training and attestations on schedule.
Partner with portfolio management, field investment professionals, operations, compliance, technology, sales, and third-party recordkeepers and asset managers.
Participate in process mapping and contribute suggestions that improve quality and cycle time.
Document SOPs and help onboard peers with checklists and quick-reference guides.
Build proficiency in Excel, PowerPoint, and investment tools (e.g., FI360, FactSet, Morningstar Direct, Python); learn scripting where applicable.
Develop familiarity with ETF structures, model portfolio construction, and multi-asset investment solutions.
Pursue applicable industry credentials (e.g., CFA, CAIA) and internal training pathways.
Demonstrate growth in investment acumen, data accuracy, and the ability to communicate performance context clearly.