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.