Investment Analyst/Consultant, 401k Advisors - Aliso Viejo, CA
Position: Investment Analyst/Consultant
Location: Aliso Viejo, CA
Growing national retirement plan consulting firm, based in Orange County, California, is looking for qualified candidates to participate in the investment due diligence process, conduct investment due diligence activities and research money managers in order to assist the firm's Plan Consultants/Advisors and Plan Sponsor clients. Candidate would participate in the recommendation of hiring, terminating or "watch-listing" money managers based on the information gathered throughout the investment due diligence process and also assist with other investment related duties including fund fact sheets, investment policy statements, investment related research reports, asset allocation modeling and other various ad-hoc investment reporting.
Industry related work experience is desired although not necessary. A CFA candidate or charter holder is preferred. Ideal candidate will have strong interpersonal and communication skills. Familiarity with MPI Stylus, Zephyr, Morningstar Direct and other portfolio analytics software is a plus. Some travel is required.
401(k) Advisors is one the largest independent qualified retirement plan consulting firms on the West Coast, headquartered in Aliso Viejo, California. We offer a fun and challenging work environment, with the most talented and energetic "team members" (employees), in the industry. We offer competitive total compensation packages, including base salary, bonus, and rich employee benefits (medical, dental, life, LTD, 401(k) with match, health benefits, and more).
If you like working with motivated, energetic, and up-beat team members, and work well in a team environment, we would welcome an opportunity to discuss this rare opportunity with you.
Please send resume with cover letter to firstname.lastname@example.org