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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Springfield, Missouri

Salary: $70K - $115K

At Pension Consultants, Inc. (PCI), our goal is to get your employees on track to retire. We believe that contributions, investments, and fees are the three key drivers of retirement readiness. We accomplish our goal through our unique approach to plan management of consistently performing and delivering unparalleled value. Since 1994, PCI has helped companies all over the country manage their retirement plans.

You:

Feel the financial industry needs a good cleaning

Believe getting the little things right leads to getting the big things right

Take responsibility by owning your successes and mistakes

Enjoy the process of pursuing excellence as much as the results

We:

Relentlessly pursue improving the financial security of the American worker

Are performance driven

Believe professionalism requires bold and complete transparency

Care more about your talent, values, and performance than your experience

Overall Purpose:

The core mission of the Investment Analyst is to identify investment managers that can outperform their like-kind index, net of fees, to give clients superior plan performance.

Essential Functions:

  • Conduct academic research on the guiding principles
  • Conduct research for setting capital market expectations
  • Analyzes public material related to investment managers
  • Conducts manager interviews regarding people and process
  • Conducts on-site due diligence of investment managers
  • Effectively communicates research and recommendations to the investment committee

Skills & Abilities

  • Ability to analyze information with good judgement
  • Approaches job as an investigative journalist

Knowledge, Experience & Education

  • Bachelor’s degree required
  • CFA member or candidate preferred
  • Familiarity with Morningstar
  • Prior experience with similar work

The above statements are intended to describe the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of the employee assigned to this job.


About Pension Consultants, Inc.

Pension Consultants, Inc. is committed to providing superior plan performance of the key drivers in retirement readiness so our clients can make a positive impact in the lives of participants. Since 1994, we have been offering in-depth, unconflicted advice on every aspect of retirement plan management, and serve companies of all sizes in a variety of industries across the United States.