Senior Investment Analyst - Cetera Financial Group

Cetera Financial Group is seeking a highly motivated, detail-oriented Senior Investment Analyst. This is a unique opportunity to develop and hone skills, conduct retirement-oriented investment research and data analysis, and collaborate with peers and senior leadership to provide the best service to our institutional clients. The analyst will produce detailed evaluations and actionable recommendations to the Cetera Investment Committee and Retirement team on mutual funds, collective investment trusts, and other investment vehicles. This role will also include quantitative analysis to support ongoing projects. Over time, the role’s responsibilities may naturally evolve, with more client-facing opportunities and project leadership opportunities.

This is a hybrid role, 2 days a week in the office.

What you will do:

• Gain a deep understanding of the investment methodology employed by our team
• Perform detailed quantitative and qualitative research on mutual funds, collective investment trusts, separate accounts and other investment types commonly used for retirement investing
• Support the team’s recurring target date, stable value, and money market analysis
• Schedule and conduct interviews with portfolio managers and other key investment team members to gather more information about investment products, write notes on the meetings.
• Produce well-informed evaluations on the attributes of investment managers and present investment recommendations to the Investment Committee
• Follow news and regulatory filings on investment strategies and provide insights and analyses on retirement industry
• Collaborate on interdepartmental projects as needed, including preparation for new legislative rules implementation and related strategic programs
• Ad hoc requests such as participating on investment review calls with institutional clients

What you need to have:

• Bachelor’s Degree or equivalent
• 5-7 years experience in analyzing mutual funds and other pooled investment vehicles
• Proven experience in analyzing and reporting on investments used in defined contribution and 401(k) plans
• Experience in investment consulting, retirement planning, or a related field
• Excellent written and verbal communication skills, strong presentation skills
• Confident, self-motivated, and disciplined, with strong reasoning skills to make informed decisions.
• Big-picture thinker with a solutions-focused mindset, skilled in problem-solving, analysis, and guiding others.
• Results-oriented and fueled by intellectual curiosity.

What is nice to have:

• CFA designation, or significant progress toward achieving the designation
• Understanding of defined contribution reporting software and advanced knowledge of investment-oriented databases (e.g., Morningstar Direct, FI360) strongly preferred
• Demonstrated passion for investing and the retirement industry
• Good grasp of retirement planning and understanding of ERISA regulations

Compensation:

The base annual salary range for this role is $105,000 to $150,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera AdvisorsCetera Advisor NetworksCetera Financial Institutions,Cetera Financial Specialists, and First Allied Securities

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note

this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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