Investment Product Specialist

Mutual of America
Chicago, Illinois
Sep 16, 2019
Oct 16, 2019
Industry Sector
Finance - General, Insurance
Employment Type
Full Time

Investment Product Specialist

320 Park Analytics, is seeking an Investment Product Specialist for our mid-west region (Chicago or Minneapolis area). Primary responsibility will be to provide investment related expertise to our retirement plan sponsors and regional marketing offices. This individual will have a deep understanding of retirement plan investments in order to provide in-depth objective investment analysis of existing funds and be able to present to clients’ investment committees or Board of Directors.  Will assist in evaluating client review meetings and presentations to new prospects as the investment product specialist.  Will assist Mutual of America’s internal investment committee in manager evaluation.

Advanced degree and CFA required with a minimum of 10 years’ experience in Investment Consulting or similar roles. Must have excellent communication skills. FINRA Series 6, 7 & 63 required. 

We offer lucrative bonus & excellent benefits.

Send resume and cover letter to: