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Investment Analyst


CT - Glastonbury

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General Description:

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.

· Conduct due diligence on asset managers.

· Prepare reports for client and investment committee meetings.

· Collaborate with research/investment analysts on fund and market related analysis.

Knowledge, Skills, and Abilities:

· 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 is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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