Investment Analyst
Investment Analyst
Posted on :
08-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Monthly Salary
$ 70000 - 100000
Vacancy
1 Vacancy
Posted on :
08-04-2025
Job Description
Company Overview
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their longterm financial goals.
Founded in 2011 World is one of the fastestgrowing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Position Objective
World Investment Advisors is seeking a dynamic Investment Analyst to contribute to the Investment Teams ongoing growth and deliverables. This role requires strong communication skills to effectively collaborate with team members and stakeholders ensuring compliance with industry standards while contributing to the continuous improvement of our research methodologies and client deliverables.
Primary Responsibilities
Required Qualifications
Preference Given to Candidates with the Following Qualifications:
Compensation
The salary for this position generally ranges between $70000$100000. This range is an estimate based on candidate qualifications and operational needs. The firm also has a bonus program.
Perks & Benefits
About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industrys premier independent retirement plan and investment advisory services to employers executives and individual investors. Collectively WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA we strive to provide a challenging stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly where professional growth is fostered and encouraged and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
TeamOriented
Professionals typically work together in teams with multiple people from different departments to meet our clients needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran status. In addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
1As of 12/31/2023 the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
#LIGP1
#LIREMOTE
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their longterm financial goals.
Founded in 2011 World is one of the fastestgrowing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Position Objective
World Investment Advisors is seeking a dynamic Investment Analyst to contribute to the Investment Teams ongoing growth and deliverables. This role requires strong communication skills to effectively collaborate with team members and stakeholders ensuring compliance with industry standards while contributing to the continuous improvement of our research methodologies and client deliverables.
Primary Responsibilities
- Investment Research
- Assist with or perform research on investment strategies as directed by the CIO or Investment Team leadership including but not limited to:
- Qualitative Strategy Research:
- Gather and review qualitative information about investment strategies from various sources.
- Interview investment strategy management teams to develop a deep understanding of their investment decisionmaking system including key personnel investment philosophy decision processes and portfolio construction.
- Quantitative Strategy Research:
- Evaluate investment strategy data including but not limited to returns risk metrics holdings and allocation data and other strategyrelated data from Morningstar Direct and other sources.
- Initial Investment Recommendations:
- Formulate a recommendation on reviewed investment strategies by analyzing and synthesizing qualitative and quantitative research.
- Prepare a comprehensive written review report including analysis and a recommendation on the investment strategy.
- Verbally present the review report to the appropriate committee/stakeholders and respond to any questions from said committee/stakeholders.
- Ongoing Monitoring:
- Perform ongoing monitoring and due diligence of investment strategies within their assigned coverage including an annual review report.
- Product Risk Assessment:
- Perform and document risk assessment of assigned investment products/strategies for various risks and then present findings to WIA Product Risk Committee.
- Qualitative Strategy Research:
- Assist with or perform research on other investment topics as directed by the CIO or Investment Team leadership.
- Condense work results and/or recommendations into concise relevant and understandable deliverables and visualizations for the Chief Investment Officer (CIO) Investment Team members and/or other audiences including World Investment Advisors clients.
- Develop and maintain relevant documentation for research projects tasks and assignments.
- Assist with or perform research on investment strategies as directed by the CIO or Investment Team leadership including but not limited to:
- Portfolio Management
- Assist with various steps of the portfolio management process as directed by the CIO or Investment Team leadership including but not limited to:
- Prepare and present data analytics and research for Asset Allocation Committee meetings.
- Implement model portfolio changes in accounts subscribed to WIA model programs.
- Trade client accounts subscribed to model portfolios managed by the WIA Investment Team.
- Manage data inputs and outputs for the WIA model programs.
- Ensure all activities are in compliance with applicable rules regulations policies and procedures.
- Assist with various steps of the portfolio management process as directed by the CIO or Investment Team leadership including but not limited to:
- Perform additional related work and responsibilities as assigned by the CIO or Investment Team leadership.
Required Qualifications
- Bachelors degree (or equivalent relevant industry experience of 4 years)
- Minimum of 2 years of professional experience in investment management wealth management or related field.
- Excellent analytical problem solving and decisionmaking skills.
- Strong written and verbal client communication skills outstanding attention to detail and excellent responsiveness to requests/questions in a professional setting.
- Ability to manage multiple tasks/projects simultaneously.
- Excellent accountability for deadlines and of tasks and followup.
- Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity.
- Series 65/66 and Series 7 licenses or willingness to get licenses within 12 months of start date.
Preference Given to Candidates with the Following Qualifications:
- Professional experience researching investment strategies and investment managers.
- Professional experience implementing model portfolios in client accounts and/or trading client accounts.
- Professional experience using Morningstar Direct to gather and analyze investment strategy data.
- Progress or completion of advanced investmentrelated credentials such as the Chartered Financial Analyst (CFA) designation or a Masters degree in a related field.
Compensation
The salary for this position generally ranges between $70000$100000. This range is an estimate based on candidate qualifications and operational needs. The firm also has a bonus program.
Perks & Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Generous Paid Time Off Policy
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Remote Work Opportunity
About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industrys premier independent retirement plan and investment advisory services to employers executives and individual investors. Collectively WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA we strive to provide a challenging stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly where professional growth is fostered and encouraged and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
TeamOriented
Professionals typically work together in teams with multiple people from different departments to meet our clients needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors
- Great company culture with an awesome teamoriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different internal steering committees (Charitable Giving DEI Social etc.
- Professional growth opportunities
- Friendly and collaborative work environment
- Employee perks including fun team building opportunities yoga/wellness charitable giving/volunteering
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran status. In addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
1As of 12/31/2023 the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
#LIGP1
#LIREMOTE
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
