Senior Analyst
Summary
Senior Analyst conducts investment research, manager due diligence, and client reporting for institutional retirement plans, supporting consultants and plan sponsors with financial analysis and governance.
Job Title: Senior Analyst
Employment Type: Full-time, Exempt
Department: Investment Consulting Group (ICG)
Location: Towson, MD
ABOUT BOLTON & OUR INVESTMENT TEAM
Bolton is a full-service HR & Benefits Consulting firm with four decades of experience helping organizations make confident workforce decisions. Bolton’s Investment practice specifically provides independent investment consulting and advisory services to corporate, public sector, and multi-employer retirement plans. The team supports clients in strengthening plan governance and improving long-term financial outcomes.
ABOUT THE ROLE
The Senior Analyst supports Bolton’s Investment Consulting Group (ICG) through a combination of investment research and client service across a range of institutional retirement plan clients. Working closely with the CIO, the research team, and Bolton consultants, this individual conducts investment analysis and manager due diligence while serving as a primary analytical and operational resource for client-facing teams and interacting directly with plan sponsors, recordkeepers, and other service providers. The role suits an experienced professional with broad institutional investment consulting experience who can apply strong analytical, organizational, and communication skills across multiple client and plan contexts while managing several high-priority projects with minimal oversight.
WHAT YOU’LL DO
- Serve as a primary analytical and operational resource to consultants for assigned institutional investment clients, interacting directly with plan sponsors
- Prepare investment memorandums and analyze financial and economic information to support recommendations for clients and Bolton’s Investment Committee
- Conduct due diligence reviews and assist with the selection and monitoring of investment managers
- Serve as the subject matter expert on performance reporting, preparing monthly, quarterly, annual, and ad hoc client reports and analyses
- Support plan operations and service provider coordination, including DC recordkeeping, onboarding, and transitions
- Assist with the development, review, and maintenance of Investment Policy Statements (IPS) and related governance documentation
- Support service provider searches and RFPs, and contribute to business development proposals