USI Insurance Services
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Investment Consultant
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USI Insurance Services 2 weeks ago Be among the first 25 applicants Description and Requirements Requirements General Description:
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. Utilize 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 clients who require periodic comprehensive written reviews of their plans investments. Retain assigned clients. Review available investment options and the degree of participation in each investment choice for current clients. Make recommendations for proactive menu enhancements. Maintain due diligence database of funds not currently offered by USICG, and provide senior management with proposals for additional funds. Alert management to style drift, capitalization trends, and performance deterioration to provide timely client and prospect communications, draft internal and external communications, and train investment analysts as needed. Provide commentary on current and projected economic conditions and their impact on financial markets and investments. 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 for relationship management and cross-selling USI services. Enact investment policy statements for assigned clients including trades and investment of new deposits. Handle miscellaneous projects efficiently and independently. Comply with published procedures and compliance manual for USI Advisors and Securities. Knowledge, Skills And Abilities 6+ years of investment performance measurement experience, with significant exposure to mutual and institutional funds. Bachelor’s or higher degree in Mathematics, Business, Finance, or Accounting. Strong computer skills, proficient with Excel, Morningstar, and database management. Familiarity with industry software for fund monitoring. Series 65 required. Good knowledge of retirement and pension programs and their funding. Financial expertise and business sense from both USI’s and client’s perspectives. Creative and proactive problem-solving abilities, adhering to regulatory requirements. Organizational and focus skills in a busy environment. Effective verbal and written communication skills. Comfortable presenting to small audiences. Personable and credible demeanor. Ability to work independently and in teams. Why USI? USI Consulting Group (USICG) is a leading retirement plan consulting and benefits administration firm with nearly 50 years of experience. We provide independent, comprehensive guidance and innovative retirement solutions. USICG is part of USI Insurance Services, USI Securities, Inc., and USI Advisors, Inc. Visit usicg.com or LinkedIn for more. Resources and Support USI’s USI ONE Advantage offers strategic risk management and benefit solutions with positive economic impact. We recognize excellence through awards and provide programs supporting health, education, and community engagement. Diversity, Equity, and Inclusion Our I’m With U program promotes a diverse and inclusive culture through education, employee support, and community outreach. Awards and Recognitions Top Insurance Employer (2018-2024) Best Places to Work in Insurance (2020-2024) Fortune’s Best Workplaces in Financial Services & Insurance (2024) Glassdoor Best-Led Company (2024) America’s Greatest Workplaces for Diversity (2024) We offer comprehensive benefits including health, wellness, 401(k), paid time off, and more. Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Insurance Referrals increase your chances of interviewing at USI Insurance Services. Get notified about new jobs in Louisville, KY.
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Investment Consultant
role at
USI Insurance Services 2 weeks ago Be among the first 25 applicants Description and Requirements Requirements General Description:
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. Utilize 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 clients who require periodic comprehensive written reviews of their plans investments. Retain assigned clients. Review available investment options and the degree of participation in each investment choice for current clients. Make recommendations for proactive menu enhancements. Maintain due diligence database of funds not currently offered by USICG, and provide senior management with proposals for additional funds. Alert management to style drift, capitalization trends, and performance deterioration to provide timely client and prospect communications, draft internal and external communications, and train investment analysts as needed. Provide commentary on current and projected economic conditions and their impact on financial markets and investments. 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 for relationship management and cross-selling USI services. Enact investment policy statements for assigned clients including trades and investment of new deposits. Handle miscellaneous projects efficiently and independently. Comply with published procedures and compliance manual for USI Advisors and Securities. Knowledge, Skills And Abilities 6+ years of investment performance measurement experience, with significant exposure to mutual and institutional funds. Bachelor’s or higher degree in Mathematics, Business, Finance, or Accounting. Strong computer skills, proficient with Excel, Morningstar, and database management. Familiarity with industry software for fund monitoring. Series 65 required. Good knowledge of retirement and pension programs and their funding. Financial expertise and business sense from both USI’s and client’s perspectives. Creative and proactive problem-solving abilities, adhering to regulatory requirements. Organizational and focus skills in a busy environment. Effective verbal and written communication skills. Comfortable presenting to small audiences. Personable and credible demeanor. Ability to work independently and in teams. Why USI? USI Consulting Group (USICG) is a leading retirement plan consulting and benefits administration firm with nearly 50 years of experience. We provide independent, comprehensive guidance and innovative retirement solutions. USICG is part of USI Insurance Services, USI Securities, Inc., and USI Advisors, Inc. Visit usicg.com or LinkedIn for more. Resources and Support USI’s USI ONE Advantage offers strategic risk management and benefit solutions with positive economic impact. We recognize excellence through awards and provide programs supporting health, education, and community engagement. Diversity, Equity, and Inclusion Our I’m With U program promotes a diverse and inclusive culture through education, employee support, and community outreach. Awards and Recognitions Top Insurance Employer (2018-2024) Best Places to Work in Insurance (2020-2024) Fortune’s Best Workplaces in Financial Services & Insurance (2024) Glassdoor Best-Led Company (2024) America’s Greatest Workplaces for Diversity (2024) We offer comprehensive benefits including health, wellness, 401(k), paid time off, and more. Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Insurance Referrals increase your chances of interviewing at USI Insurance Services. Get notified about new jobs in Louisville, KY.
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