Ascensus ยท 8 hours ago
Investment Analyst
United States
Full-time
Remote
Mid, Senior Level
$60K/yr - $100K/yr
5+ years expAscensus is the leading independent technology and service platform powering savings plans across America. The Investment Analyst is responsible for developing and delivering oversight programs, reporting to the Investment Committee, and providing analytic support while monitoring the performance of investment managers.
ConsultingRetirementTraining
Responsibilities
Perform monthly fund performance grid creation and quarterly scorecard analysis
Coordinate and drive due diligence reviews on investment managers in the various offerings
Understand fund attribution, strategy changes and any management changes for offerings
Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios
Monitor industry fee levels, including fee levels on underlying funds, including understanding of eligibility for breakpoint pricing
Ensure compliance with all Investment Policy Statement requirements
Ensure that investment manager is providing appropriate rational for fund inclusion and any potential changes
Take active role in departmental projects, including process improvements, designing policies and procedures. and implementing new analysis capabilities
Assist with other tasks and projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Qualification
Required
Bachelor's degree required; advanced degrees including MSF or MBA a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management
Investment Advisor Representative (Series 65/66) or expectation of completion within six months of hire
Must be able to work independently, meet shifting deadlines, and thrive with minimal supervision
Easily adaptable and at an advanced level with Excel, PowerPoint, and Word
Solid understanding of portfolio performance analysis, calculations, and the ability to articulate investment information
Strong work ethic within a flexible working environment
Excellent verbal and written communication skills
Must be results oriented with the ability to move fast to meet client needs
Preferred
Experience with analysis and support of 3(38) offerings
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase