Investment and Insurance Analyst

We are a specialized third-party administrator (TPA) focused on nonqualified deferred compensation (NQDC) and corporate-owned life insurance (COLI) solutions for large plan sponsors. Our new business team operates collaboratively across two core disciplines, investment analytics and insurance solutions, with each team member owning a primary area of expertise while providing meaningful cross-coverage across the full scope of the team's work.

This Investment & Insurance Analyst role supports both functions. Depending on your background, your primary ownership will lean toward fund research and financial modeling or toward life insurance illustrations and COLI analysis, but in either case, you will develop working fluency across both areas and contribute to the team's shared responsibilities, including business development support and lead generation.

We are open to hiring at the Analyst or Senior Analyst level depending on experience. The right candidate brings strong technical skills in at least one of the two core disciplines, clear communication instincts, and the collaborative mindset to function as part of a tight-knit, high-accountability team.

Schedule is 4 days in-office, 1 day remote weekly.

• Evaluate and monitor fund lineups for NQDC plan sponsors, assessing competitiveness, performance, fees, and correlation to plan liabilities
• Support fund analysis for prospective clients, including performance attribution, benchmarking, and liability‑matching assessments
• Maintain and update fixed rate fund offerings, target date fund underlying allocations, and CPI‑linked components
• Conduct public company research as part of the new business qualification process
• Support financial modeling for new business opportunities, integrating fund and insurance illustration data into quantitative client models
• Maintain model accuracy and version control; flag inconsistencies or assumption gaps proactively
• Contribute to model review and quality assurance across the team's analytical output
• Run life insurance carrier illustrations for COLI cases, managing inputs, assumptions, and outputs with precision
• Operate our proprietary in‑house illustration system and coordinate with carriers to obtain and validate illustration data
• Support new business and administration teams with COLI‑specific analysis, including product comparisons, carrier evaluations, and policy performance review
• Serve as a resource to internal team members on insurance product mechanics, illustration interpretation, and policy structure

• Contribute to lead generation initiatives by supporting outreach to life insurance and wealth management professionals
• Prepare analytical and research materials that support prospect conversations and new business opportunities
• Engage joint work agents, wealth managers, and other investment professionals to identify opportunities and support relationship development

• Provide cross‑functional backup coverage across the team's investment and insurance responsibilities
• Follow established checklists and workflows for recurring tasks; contribute to process documentation and knowledge transfer efforts
• Partner with IT to identify opportunities to automate repeatable analytical and operational tasks

Strong candidates will have deep expertise in at least one of the two core disciplines, investment analysis or life insurance, and genuine interest in developing working knowledge of the other. NQDC or COLI‑specific experience is a meaningful plus but is not required; we will provide structured training on the corporate application of these products for the right candidate.

• 2–8 years of experience in investment analysis, financial…