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Client Service Investment Analyst

Expired Job

Cps, Inc. Warren Township , NJ 07059

Posted 2 months ago

401(k) CLIENT SERVICE INVESTMENT ANALYST
Work closely with senior consulting staff on plans that include 401(k), 403(b), Defined Benefit, Endowment, Foundation & other institutional portfolios.
Collaborate with cross functional teams including Relationship Management, Research, Retirement Plans Consulting Group, Sales & Marketing.
Prepare investment review reports.
Update proprietary software database to ensure clients' information is accurate.
Analyze portfolio data and plan fees.
Assist in various ad-hoc projects.

#LI-KF1

Requirements:
401(k) CLIENT SERVICE INVESTMENT ANALYST
2+ years working ERISA knowledge (401(k), 403(b), Defined Benefit, Endowment, Foundation & other institutional portfolios).
Strong attention to detail (IMPORTANT!).
Ability to catch and correct errors and meet deadlines.
Strong MS Excel skills.
Smart, focused, personable and goal-oriented to fit seamlessly with company's dynamic & professional team.
Passionate, collaborative, respectful and highly ethical.
#LI-KF1


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Client Service Investment Analyst

Expired Job

Cps, Inc.