Senior Research Investment Analyst

The Senior Investment Analyst is responsible for collaborating with FRS Leadership and Product Team on all investment solutions research and analysis. They support the analysis needed to execute the investment process and build new solutions to benefit our clients and their employees on their path to a comfortable retirement.RESPONSIBILITIES:Participates in fund manager reviewsAnalysis of potential fund lineup recommendations to the FRS IPCCompleting the investment analysis and monitoring of existing investment solutions including, but not limited to fund line ups, model portfolio/asset allocation tools, and glidepathsCreating, updating, and maintaining investment strategy due diligence and process documentationConducting research, analysis, and thought leadership around potential future investment solutions and providing input on the FRS product roadmap.Conducting due diligence interviews and make qualitative assessments of potential asset managers.Preparing quarterly, annual, and ad-hoc presentations and investment recommendations to key decision makers.Partnering with the Investment Operations team to support investment related process creation and maintenance.Partnering with the Retirement Counselor Team on an as needed basis, to assist in client presentations and education on economic and investment related content.QUALIFICATIONS:Bachelor's degree or equivalent combination of education and experience requiredAt least 3 years investment analysis, investment strategy due diligence, or asset management experience preferredStrong understanding of the investment industry or retirement spaceHighly developed qualitative and/or quantitative skills requiredAbility to analyze various situations and develop creative solutionsExcellent verbal and written communication skillsHigh level of attention to detailAbility to adapt to changes in a fast paced, team environmentAbility to prioritize workload and manage time across various tasksProficient in Microsoft Office softwareExperience with industry software such as FactSet, Fi360, etc.In office culture, with some limited hybrid WFH optionality!35 work from home days20 days PTO

Created: 2025-03-06