Investment Associate
Investment Associate
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Job Description
Join our Stevie Award Winning Team at HUB International!
When you join the team at HUB International you become part of the largest privately owned global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 19000 professionals in 500 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm we offer employees resources in both technology and industry expertise but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique regional culture.
We currently have an opportunity for a Investment Associate.
Overview:
Responsible for supporting the daytoday operations of the Investment Team. The Investment Team provides various quarterly reports fee benchmarks RFPs and plan design information for a specific block of retirement plans 401K.403b DB etc). An Investment Associate works closely with others on the Investment Team as well as the Account Managers Retirement Plan Consultants and Producer teams to create quality deliverables for our clients.
Responsibilities:
- Assist with preparation of quarterly meeting materials for existing clients.
- Maintain various client relationship management systems and investment monitoring tools.
- General investment research on various products including Mutual Funds ETFs Stocks/Bonds and CITs.
- Perform annual fee benchmarks RFPs/RFIs and adhoc retirement plan analyses for new and existing business.
- Support Retirement Plan Consultants and Account Managers with meeting followup items.
- Contribute to various team meetings and participate in daytoday communications across teams.
- Assist the Investment Team in streamlining services and look for ways to improve efficiency.
- Various other duties responsibilities and special projects as assigned.
Qualifications:
- Bachelors degree or equivalent work experience.
- 12 years of relevant experience in financial services.
- General retirement industry and investment knowledge.
- Proficient in Microsoft Office Suite (Excel Word PowerPoint Teams)
- Must be able to work independently with some supervision and direction from manager.
- Must possess and demonstrate excellent organizational skills customer service skills and both written and verbal communication skills.
- Strong analytical and problemsolving skills.
- Ability to manage and prioritize multiple projects and tasks.
- Experience with investment analysis tools such as Fi360 Envestnet Retirement Solutions RPAG and Morningstar is a plus but not required.
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
IC
Employment Type
Full-Time
