Senior Analyst
About The Position
The Senior Analyst supports Bolton’s Investment Consulting Group (ICG) through a combination of investment research and client service across a range of institutional retirement plan clients. Working closely with the CIO, the research team, and Bolton consultants, this individual conducts investment analysis and manager due diligence while serving as a primary analytical and operational resource for client-facing teams and interacting directly with plan sponsors, recordkeepers, and other service providers. The role suits an experienced professional with broad institutional investment consulting experience who can apply strong analytical, organizational, and communication skills across multiple client and plan contexts while managing several high-priority projects with minimal oversight.
Requirements
- Bachelor’s degree in Finance, Economics, Business, or a related field (or equivalent experience)
- Minimum of 5 years in institutional investment consulting, retirement plan operations, or a related field
- Substantive experience with either investment manager due diligence or performance reporting
- Experience interacting directly with plan sponsors and supporting client-facing consultants, plus exposure to service provider searches, RFPs, or vendor evaluations
- Strong understanding of retirement plan operations, manager due diligence, and service provider relationships
- Ability to manage multiple high-priority projects with minimal oversight, with excellent organizational, written, and verbal communication skills
Nice To Haves
- Prior experience working for or closely with a retirement plan recordkeeper
- Chartered Financial Analyst (CFA) charter, or active progress toward completion
- Familiarity with performance reporting tools and recordkeeping platforms
- Experience supporting service provider transitions or implementations
Responsibilities
- Serve as a primary analytical and operational resource to consultants for assigned institutional investment clients, interacting directly with plan sponsors
- Prepare investment memorandums and analyze financial and economic information to support recommendations for clients and Bolton’s Investment Committee
- Conduct due diligence reviews and assist with the selection and monitoring of investment managers
- Serve as the subject matter expert on performance reporting, preparing monthly, quarterly, annual, and ad hoc client reports and analyses
- Support plan operations and service provider coordination, including DC recordkeeping, onboarding, and transitions
- Assist with the development, review, and maintenance of Investment Policy Statements (IPS) and related governance documentation
- Support service provider searches and RFPs, and contribute to business development proposals
Benefits
- Medical, dental, and vision coverage
- Employer-paid disability and life insurance
- 401(k) Plan with match after 6-months of employment
- Paid time off and holidays
- Hybrid telework arrangements
- Monthly fitness stipend
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What This Job Offers
Job Type
Full-time
Career Level
Senior
