Investment Analyst

About the role

Position Summary:      Cerity Partners' Retirement Plan Consulting (RPC)   practice is   hiring an Investment Analyst to serve as the dedicated investment analytics resource for our institutional retirement plan clients. Today, this work is split between our two investment-focused team members (Connie Mulligan and Patrick Fischbach) and borrowed capacity from our Wealth Management Division. This role   consolidates   that work into one dedicated seat   and will   become the investment analytics backbone of a growing institutional retirement consulting practice, with a clear path toward more senior, client-facing responsibility as you develop.   Primary Responsibilities     Prepare Investment Monitoring Reports (IMRs) each quarter, including data collection, quality checks, and coordination with plan advisors   Build Target Date Fund due diligence reports and support ongoing target date fund series research   Produce Strategic Lineup Reviews (SLRs) for client retirement plan menus   Prepare Stable Value fund due diligence reports   Support investment selection and fund replacement/mapping analysis   Respond to ad hoc investment analytics requests from the RPC team   Maintain and improve report templates, data sources, and process documentation used across the team   Over time, take on greater ownership of client-ready output and begin supporting client-facing meeting preparation   Required Qualifications:     Recent college graduates with a finance-related degree are encouraged to apply — up to approx. 1–2 years of experience in investment operations, retirement plan consulting, asset management, or a related analytical role is also welcome ( relevant   internship   experience will be considered)   Bachelor's degree in finance, economics, accounting, or a related field   required   Comfortable with Excel-based analysis; exposure to Morningstar, Broadridge/Fi360, or similar investment research tools is a plus   Strong attention to detail — this role is client-facing output even when the person   isn't   in the room   Organized and able to manage a recurring quarterly reporting cycle across many clients at once   Clear written communicator; comfortable asking questions and flagging issues early   Interest in eventually growing into more client-facing retirement plan consulting work   Preferred Qualifications:     Progress toward CFA, CIMA, AIF, or similar designation   Prior exposure to defined contribution retirement plans (401(k), 403(b), 457)   Skills & Competencies:    Ability to talk to clients independently    Ability to train and mentor Client Service Associates   Ability to develop wealth planning and investment recommendations and present to clients when applicable    Working knowledge of e-Money, Salesforce  a strong  plus.    Exceptional problem-solving skills, and ability to organize and prioritize work  in order to  meet deadlines in a proactive manner with little supervision  required.    Must accept and thrive in a fast-paced, changing environment.    Ability to build and  maintain  relationships with potential and current clients.    Tenacious about doing what is right for the client – always.    Physical Requirements:    Prolonged  periods  sitting at a desk and working on a computer.     Must be able to lift up to 15 pounds at times.      Compensation Range:   $60,000 - $75,000   Wh y   Cerity   Partners:   Our people drive our success by working together to deliver exceptional service to our clients. Below is   a glimpse of the key elements of our total rewards package:   Health, dental, and vision insurance – day 1!   401(k) savings and investment plan options with 4% match   Flexible PTO policy   Parental Leave   Financial   assistance   for advanced education and professional designations   Opportunity to give back time to local communities   Commuter benefits   Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.  Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to Applicants must be authorized to work for any employer in the U.S.