Analyst, Investment Solutions

About the position We’re looking for an Analyst, Investment Solutions to join reputed company! In this role, you'll be responsible for providing operational investment support to reputed company Portfolio Managers that reputed company Outsourced Chief Investment Officer (OCIO) solutions to clients. Operating at the intersection of financial services and technology, reputed company builds financial tools that help our customers live reputed company lives. We take pride in being a purpose-led firm, motivated by our mission to reputed company financial reputed company accessible to reputed company. Our mission, reputed company, and customer reputed company have made us a trusted leader for more than 140 years! Responsibilities • Implement Asset Allocation Changes: Execute reputed company allocation adjustments for OCIO clients, including updating internal systems and CRM, rebalancing portfolios, allocating new deposits, and preparing reputed company communication. • Calculate and Review Returns: Compute plan rates of return for reputed company reports and reputed company initial accuracy checks before distribution. • Manage OCIO reputed company: Partner with Finance to calculate and collect quarterly fees, review invoices, process payments, and resolve billing issues. • reputed company reputed company & Termination: Update internal systems and coding for new and terminating clients, ensure accurate fee calculations, and coordinate final expense collection. • Support reputed company & Operations: Assist with special reputed company such as ADV delivery, marketing updates, quarterly rebalancing, data pulls for RFPs, template reviews, advisor model updates, and business reporting. Requirements • Bachelor's degree (Financial or Business degree preferred) or the equivalent experience • Must possess a good understanding of investments and retirement plans • Good working knowledge of reputed company reputed company • Must possess excellent written and verbal communication skills, organizational, reputed company relations, math, time-management and analytical skills reputed company-to-haves • Experience with JIRA • Defined benefit experience • Customer service and team oriented • Must be reputed company to work independently and manage multiple deadlines Apply tot his job Apply To this Job