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.
Responsibilities:
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
Qualifications
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
Click
here to apply!
|