Investment Analyst

Mequon, WI
Competitive salary and benefits including 401(k) & medical. Salary commensurate with experience.
30 Apr 2021
30 May 2021
Employment Type
Full Time

Job Responsibilities and Duties (including but not limited to):

  • Work closely with Chief Investment Officer to perform investment research for the construction of client portfolios
  • Analyze economic and market trends and developments
  • Evaluate performance and risk characteristics of client portfolios
  • Construct portfolio modeling allocations
  • Meet with investment professionals and asset management firm representatives for in-depth analysis of vendor products
  • Create and present investment research reports to Spectrum’s investment committee
  • Assist Relationship Managers in the analysis and monitoring of corporate clients’ retirement plan investment menus
  • Maintain database of preferred investment alternatives for corporate retirement plan clients
  • Lead and participate in employee communication efforts to corporate retirement clients via group presentations and individual meetings
  • All other duties and project work as assigned
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