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Investment Analyst

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General Description: 

The Investment Analyst is responsible for undertaking financial research and report 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 and supporting sales and marketing efforts as requested.


·        Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.

·        Look back at previous investment decisions and the thought process of making the investment decision. Maintain database to track most often used mutual funds.

·        Liaise with fund managers and network with industry professionals.

·        Monitor financial press and keep a track of market trends, opportunities, risks and new investment products

·        Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios for Investment Review Reports.

·        Maintain consumer price index graph.

·        Maintain data for fund background information, sector weightings, equity style of mutual funds, risk and return categories, rates of return for year-to-date, 1 year, 3 year, and 5 years.

·        Monitor investment performance, risk levels, and investment objective changes.

·        Set-up and maintain filing system for Direct Solutions’ mutual fund families :

o   dollar amount of assets under management

o   description of fund families strengths and weaknesses

o   dollar amount of assets sold by USI Consulting

o   contact personnel for various data needs and corporate location

·        Prepare reports for client meetings.

·        Maintain and Update Power Point Presentations.

·        Generate Morningstar Reports.

·        Maintain data base for money market and stable value rates of return.

·        Assist with development of templates for investment letters for sales staff.

Knowledge, Skills and Abilities:

·        3 or more years of investment performance measurement experience, with significant exposure to mutual and institutional funds.

·        Bachelor’s or advanced degree in Mathematics, Business, Finance or Accounting.

·        Strong computer skills. Especially proficient with Excel, Morningstar, and database management.

·        Familiar with other industry software programs for monitoring funds.

·        Good knowledge of retirement and pension programs and their funding.

·        Financial expertise and business sense from both USI’s and client’s perspective.

  • Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
  • Ability to stay organized and focused in 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

Job ID:


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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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