Investment Analyst - Retirement

NFP, an Aon company, seeks an Investment Analyst for their Bethesda, MD office. This role involves supporting the investment team with quarterly reviews, investment research, and data accuracy in reporting. Candidates should have strong communication skills, experience with retirement plans, and a Bachelor’s degree is preferred. The position offers a competitive salary and benefits in a collaborative environment focused on professional growth.
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Who We Are

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: The Investment Analyst is primarily responsible for quarterly investment review production and support of the investment team. This is a role that requires comfort with administrative tasks but also will come with learning and growth opportunities to expand responsibilities as depth of knowledge around qualified retirement plan investments improves.

Essential Duties And Responsibilities
• Provide administrative support to the Atlantic region investment team
• Investment research and preparation of quarterly investment commentary
• Attend meetings with fund representatives to gather necessary data on mutual funds used within clients’ retirement plans
• Preparation of quarterly investment reviews
• Ensure data accuracy in investment reporting database; update key data such as investment line-ups and plan assets
• Participate in regular departmental meetings and training and development sessions as directed
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

Knowledge, Skills, And/or Abilities

To perform this job successfully, must be able to perform each essential duty satisfactorily. Must also have expert level communication skills and work well in a team environment. Must have the ability to interact diplomatically and professionally. The ability to work independently and multi-task is crucial. Exceedingly well organized, flexible and able to prioritize in a fast-paced environment is key. Must be comfortable working with databases, Microsoft Outlook, Word, Excel and Teams.

Education And/or Experience
• Bachelor’s Degree preferred
• 1-2 years experience with qualified retirement plans preferred
• Series 65 required
• Must be knowledgeable regarding basics of investing and asset allocation, and a general understanding of the securities market

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $70,000.00 – $100,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.