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Retirement Plan Analyst

Company: High Probability Advisors, LLC
Location: Yonkers
Posted on: July 27, 2022

Job Description:

High Probability Advisors (HPA) is looking for an experienced retirement plan consulting analyst who is highly motivated and detail-oriented. The position will support the Retirement Team at HPA. The ideal candidate will enjoy collaborating within a fast-paced growth driven team environment, but also must be comfortable working autonomously driving multiple projects forward.


We are looking for a candidate able to dynamically support a diverse set of analytical demands across the Retirement team with a growth path that includes knowledge-based communication with clients and plan participants. Some of the responsibilities would include:
Analysis of prospective retirement plans. Benchmarking results against industry standards
Development of presentations to be used by client-facing representatives and specialists
Development, refinement, and delivery of participant communications material
Custom research and monitoring to support one-off client/prospect projects
Investment monitoring and due diligence
Development of quarter/year end reviews, broad industry research, and whitepapers

Entrepreneurial orientation, with the desire to tackle any task required
3+ years of professional experience within the financial industry
Experience with project development and management
Deep understanding of financial markets, instruments, and investment strategies
General understanding of Behavioral Finance theories
An understanding of 401k solutions including structures, mechanics, and components
Comfortable communicating investment-related topics in one-on-one and group meetings
Superior written and verbal communication skills
Use of Morningstar Direct or similar investment research databases
Progress towards (or holder of) industry-based certification, charter or degree is a plus

HPA is a Registered Investment Advisor (RIA) headquartered in Rochester, NY. We serve high net worth individuals, large multigenerational families, institutions and businesses with innovative investment management, financial planning, and retirement services solutions. As we built HPA, we took advantage of the best ideas, strategies, research, technology, and relationship management techniques available today, while driving towards our mission of bringing sanity and authenticity back to the wealth management and retirement services industry. We believe our solutions provide our clients with consistency in reaching long-term risk/return expectations and, when combined with behavioral/planning components, the highest probability of success.

EOE/AA Disability/Veteran

Keywords: High Probability Advisors, LLC, Yonkers , Retirement Plan Analyst, Professions , Yonkers, New York

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