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Retirement Plan Consulting Sr. Investment Analyst

Company: Wealth Enhancement Group Acquisition
Location: Warren
Posted on: August 1, 2022

Job Description:

About Wealth Enhancement Group

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.

Our purpose and mission is to work together to improve our clients' lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.

We are hiring a RPC Sr. Investment Analyst. is an integral part of the Retirement Plan Consulting team and will work with various team members, advisors and other areas of the company to facilitate the delivery of investment consulting services for WEGs retirement plan clients. The Sr. Investment Analysis provides investment monitoring, replacement and support for both defined contribution and defined benefit plans.

Job Functions

* Support the development of client deliverables including investment policy statements, asset allocation studies, investment manager structure and selection analysis, investment performance reports, retirement plan diagnostics and fee analyses
* Take primary responsibility for investments in support of RPC/Advisor specific client relationships.
* Develop client-meeting materials with appropriate focus and attention to detail
* Participate in client meetings, discussions, and delivery of related materials
* Support multiple assignments from an operational standpoint
* Set up and maintain investment lineups, facilitates investment changes and provides investment support to advisor teams across the broader organization
* Identify and research new investment opportunities that may be beneficial to offer clients to stay in the forefront of bringing new solutions to them
* Develop, monitors and periodically reviews retirement plan investment offerings and conduct periodic internal committee meeting discussions
* Formulate target return and risk-based portfolios using internal capital market assumptions and asset allocation tools.
* Conduct peer review of client materials to ensure quality of deliverables
* Submit and follow-up on trade execution (mutual funds) as directed by consultants and clients
* Review trade confirmations to confirm trade execution consistent with client instructions
* Document investment minutes from internal and client committee meetings
* Prepares client investment analytics and recommendations for new and existing RPC clients
* Review and document client fee analysis documents
* Assist in vendor transitions for clients
* Ideal candidates will be able to work in a fast-paced, demanding environment and will be a "self-starter" working continuously under tight deadlines

Travel Requirement: As requested by management

Education - Qualifications

* Bachelor's Degree in Finance or Economics or related field from an accredited university
* 2+ years of experience in the investment industry developing analysis in support of institutional clients
* CFA designation (or passed CFA Level I Exam) or Completed Master's degree
* Knowledge of retirement plans a plus
* Ability to manage workload towards weekly goals in a "results only" environment
* Excellent written and verbal communication skills
* Excellent time management, organizational skills and ability to multi-task
* High level of critical thinking
* Coachable and committed to professional development
* Strong MS Office skills including MS Excel and PowerPoint
* Experience with Adobe Acrobat


Should you need reasonable accommodation when completing the application form or during the selection

process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans.

If you want to view the EEO is the Law poster, please choose your language: English - Spanish - Arabic - Chinese

If you want to view the EEO is the Law Supplement poster, please choose your language: English - Spanish - Chinese

If you want to view the Pay Transparency Policy Statement, please click the link: English

View Company Information

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Keywords: Wealth Enhancement Group Acquisition, Elizabeth , Retirement Plan Consulting Sr. Investment Analyst, Professions , Warren, New Jersey

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