Investment Analyst

The Investment Analyst is responsible for undertaking financial research and reporting on prospective investment avenues. The Investment Analyst should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. Additional responsibilities include participating in fund manager due diligence calls/presentations, project work (as requested).

• Work with USI Advisor’s Director of Research to monitor investments across assigned asset classes and ensure processes are in line with best practices.
• Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.
• Responsible for regular written assessment fund/market commentary for client / prospect use.
• Maintain and assess proprietary quantitative data for investment manager evaluation.
• Maintain and assess proprietary quantitative models.
• Monitor investment performance, risk levels, investment strategy and objective changes.
• Maintain and assess custom Morningstar Reports.
• Prepare reports for client and investment committee meetings.
• Collaborate with research/investment analysts on fund and market related analysis

• 3+ years of relevant working experience preferred.
• Bachelor’s Degree (Finance, Economics, or Business Administration) preferred.
• Series 65 or equivalent desirable or willing to obtain.
• CFA and/or MBA certification or working towards obtaining desirable.
• Advanced Computer knowledge (e.g., Microsoft Excel, Word, and PowerPoint; Morningstar; and database management).
• Ability to solve creatively and proactively problem-solve, adhering to all regulatory requirements.
• Ability to stay organized and focused on a busy environment.
• Effective communication skills with clients and co-workers, both verbal and written.
• Personable and credible.
• Demonstrates cooperation and collaboration in a team setting.

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees.

USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit or follow us on Linked In
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What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game‑changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award‑winning wellness program, college scholarships for associates’ children, and financial help in times of need.

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non‑profit organizations, animal shelters, and environmental beautification and restoration…