Senior Investment Analyst - Remote

Overview

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

In Short

• Seeking a Senior Investment Analyst for Human Interest Advisors.
• Focus on defined contribution plan clients and automated advice platforms.
• Analyze market trends and investment opportunities.
• Support investment due diligence and advice.
• Oversee investment options and performance.
• Facilitate automated investment advice for participants.
• Engage with the Investment Committee.
• Ensure compliance with fiduciary standards.
• Monitor SEC and DOL regulations.
• Collaborate with compliance personnel.

Requirements

• Degree in finance, accounting, or relevant field.
• 8-10 years of related experience.
• Series 7 and 63 licenses required.
• CFA designation preferred.
• Knowledge of ERISA and regulatory requirements.
• Experience with compliance under Investment Advisers Act.
• Strong decision-making and communication skills.
• Ability to manage expectations in a high-volume environment.
• Strong organizational and time management skills.
• Ability to thrive in a fast-paced environment.

Benefits

• 401(k) plan with employer match.
• Comprehensive health, dental, and vision insurance.
• Generous PTO and parental leave.
• Access to financial wellness tools.
• Mental health support for employees.
• Fertility healthcare benefits.
• Student loan resources.
• Work-from-home stipend.
• Employee Resource Groups.
• Fun online and regional events.