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.

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