Investment Client Reporting Analyst

The Investment Client Reporting Analyst will develop client investment reviews, deliver quarterly investment client reporting, respond to investment section of RFPs and answer consultant, broker, client and internal plan investment related requests. Analyst will be assigned a client base to provide investment information and support company cross-sell initiatives. Additional responsibilities include providing qualitative, analytical, and client support for investment client service. Candidate will interface and work closely with clients, consultants and brokers, as well as internal sales, marketing and recordkeeping groups. Must have good working knowledge of 401k plan investment products - mutual funds and institutional funds, portfolio data and analytics, portfolio and performance attribution, and be familiar with ZephyrStyle Advisor, Morningstar PrincipiaPro and other investment analytical tools. Position also requires attention to detail, strong interpersonal and oral and written communication skills, and the ability to work independently as well as support a team environment. A Bachelors degree and 3-5 years of defined contribution/plan investments or similar experience is required.