Senior Investment Analyst

Description: • Oversee and monitor the selection and performance of plan and participant investment options. • Analyze and recommend changes to fund lineups or investment options, as necessary. • Notify plan sponsors of changes to investment options. • Facilitate and oversee the provision of automated investment advice to plan participants. • Direct all fund transactions. • Support HIA’s Investment Committee and participate in quarterly meetings. • Oversee advisory trading activities including rebalancing and mutual fund valuation policies and procedures. • Review HIA’s plan investment policy statement at least annually and update as necessary. • Assist in addressing Plan and Participant investment-related inquiries. • Interface closely with HIA compliance personnel to ensure fiduciary standards and advisory obligations are being met. • Monitor changes in SEC and DOL rules and regulations that may affect plans and participants. Requirements: • A degree in finance, accounting or a relevant field. • A minimum of 8-10 years related experience. • Series 7 and 63 licenses. • CFA designation highly preferred. • General knowledge of ERISA and regulatory requirements of defined contribution plans. • Demonstrated experience with compliance and regulatory matters under the Investment Advisers Act of 1940 and Investment Company Act of 1940. • Strategic thinker and proficient in decision-making. • Ability to communicate effectively and in a professional manner. • Ability to prioritize and manage business expectations in a high volume environment. • Strong organizational, time management, and interpersonal skills. • Demonstrated ability to perform and thrive in a rapidly changing, fast-paced environment. • Flexibility and creativity, with the initiative to work through multiple solutions to issues and proactively and reliably drive projects forward. • Able to excel both independently and in a team environment. Benefits: • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees. • Top-of-the-line health plans, as well as dental and vision insurance. • Generous PTO and parental leave policies. • Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness. • Lyra - Enhanced Mental Health Support for Employees and dependents. • Carrot - Fertility healthcare and family forming benefits. • Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt. • Monthly work-from-home stipend; quarterly lifestyle stipend. • Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech. • Fun online and regional events and celebrations and department and company offsites. • The vast majority of our positions can be 100% remote. Apply Job!