Investment Analyst

Position Summary

The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee; and (iii) providing analytic support to the Committee. The analyst will participate as a non‑voting contributor to the Committee. The role takes a leadership role in preparation of the Committee agenda, creating the analytical content and assuring that action items, as requested by the Committee members, are addressed and completed in a timely fashion.

The analyst also monitors performance and completeness of investment managers in offerings in support of the investment committee.

• Perform monthly fund performance grid creation and quarterly scorecard analysis.
• Coordinate and drive due diligence reviews on investment managers in the various offerings.
• Understand fund attribution, strategy changes and any management changes for offerings.
• Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios.
• Monitor industry fee levels, including fee levels on underlying funds and eligibility for break point pricing.
• Ensure compliance with all Investment Policy Statement requirements.
• Ensure that investment manager is providing appropriate rationale for fund inclusion and any potential changes.
• Take an active role in departmental projects, including process improvements, designing policies and procedures, and implementing new analysis capabilities.
• Assist with other tasks and projects as assigned.
• Responsible for protecting, securing, and properly handling all confidential data held by Ascensus.

At Ascensus we are guided by our core values:
People Matter, Quality First, and Integrity Always. These values inspire us to prioritize a respectful environment for those we serve and for one another, and they should be visible in our day‑to‑day actions.

• Bachelor’s degree required; advanced degrees (MSF or MBA) a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus.
• Minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management.
• Investment Advisor Representative (Series
  65/66) or expectation of completion within six months of hire.
• Experience with analysis and support of 3(38) offerings preferred.
• Excellent communication skills; role will evolve into chairing an investment committee, speaking with clients, and managing internal projects.
• Ability to work independently, meet shifting deadlines, and thrive with minimal supervision.
• Easily adaptable and advanced proficiency with Excel, PowerPoint, and Word.
• Solid understanding of portfolio performance analysis, calculations, and ability to articulate investment information.
• Strong work ethic within a flexible working environment.
• Results‑oriented with the ability to move quickly to meet client needs.

National average salary range: $60,000–$120,000 base pay, exclusive of bonuses and benefits. Benefits include 401(k) match, medical, dental, vision, paid time off, and additional reward programs.

We are an Equal Opportunity Employer.