Investment Consultant

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Overview

Description and Requirements

This position is responsible for compiling statistical financial, economic and plan specific data for client investment reports. The ideal candidate should be able to analyze and interpret capital market and economic events / trends, as well as evaluate investment performance versus relevant benchmarks. The position also is responsible for monitoring and evaluating client portfolios to ensure compliance with investment policy objectives. Additional responsibilities include participating in fund manager due diligence calls / presentations and supporting sales and marketing efforts as requested.

Responsibilities

• Develop, analyze, communicate, teach, present and prepare investment strategies to support the pension and retirement plan sales efforts and help close new business.
• Utilizing appropriate technology, due diligence and publications to review, monitor and analyze performance for the non-proprietary funds currently offered to USICG clients to help them meet their investment objectives.
• Deliver timely, responsive and accurate support to the sales and marketing staff as well as assigned book of clients who require periodic comprehensive written reviews of their plans investments. Retain assigned clients.
• For current clients, review available investment options and the degree of participation in each investment choice. Make recommendations for proactive menu enhancements (i.e. additional investment options to be included as well as menu items in need of deletion).
• Maintain due diligence database of funds not currently offered by USICG, and provide senior management with proposals for additional funds that should become a part of the product offering.
• Alert management to style drift, capitalization trends and performance deterioration to provide timely client and prospect communications draft internal and external communication and train investment analysts as needed.
• Provide commentary on the current and projected economic conditions and how it may impact the financial markets and investments offered to our retirement plan clients.
• Provide proactive asset allocation advice to DB clients and participate in asset / liability studies.
• Analyze portfolios including composite funds and rebalance as needed, on a quarterly basis.
• Meet periodically with clients to provide relationship management and cross sell other USI services.
• Enact investment policy statements for assigned clients including trades and investment of new deposits.
• Independently and efficiently handle miscellaneous assigned projects.
• Comply with published procedures and compliance manual for USI Advisors and Securities.

Knowledge, Skills And Abilities

Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA / SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services ("USI"). To learn more, visit usicg.com or follow us on LinkedIn.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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