Senior Investment Analyst

Overview

This role supports the investment fiduciary function for employee benefit assets, overseeing approximately $12 billion across pension and 401(k) trusts. The Senior Investment Analyst will help shape investment strategy, asset allocation, portfolio construction, and investment manager selection.

The Investment Management Team is Denver-based with a strong preference for a candidate located in the Denver metro area; however, highly-qualified remote candidates located in the U.S. will be considered.

Responsibilities

• Conduct quantitative and qualitative research to generate market insights and support investment decision-making
• Analyze a broad range of investment strategies and asset classes to inform portfolio construction and asset allocation decisions
• Assist in the development and maintenance of capital market assumptions, portfolio analytics, and optimization models
• Evaluate portfolio positioning, performance attribution, risk exposures, and investment outcomes across strategies
• Participate in investment discussions by providing thoughtful analysis, challenging assumptions, and contributing new ideas
• Research trends, innovations, and best practices in defined contribution investing, retirement solutions, and institutional asset management
• Support due diligence and monitoring of external investment managers across public and private markets
• Leverage technology, data analytics, and artificial intelligence tools to enhance research processes and investment insights

Requirements

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field
• 3 to 10 years of experience in institutional investing, asset management, investment consulting, or a related field
• Strong foundation in investment, finance, economic, and capital market concepts
• Demonstrated analytical, quantitative, and problem-solving capabilities
• Effective written and verbal communication skills with the ability to present complex information clearly
• Commitment to fiduciary responsibility, consistently acting with care, loyalty, and prudence in the best interests of plan participants
• Proficiency with Excel and investment research platforms such as Bloomberg, Morningstar, eVestment, or similar tools
• Strong attention to detail and ability to balance detailed analysis with portfolio-level thinking
• Demonstrated commitment to continuous learning and professional development
• Curiosity about financial markets and a passion for investing
• Interest in leveraging emerging technologies, including AI, to improve investment research and decision-making

Preferred Qualifications

• CFA designation or active progress toward earning the CFA charter
• Experience supporting asset allocation, portfolio construction, and manager research for an institutional fund
• Knowledge of performance attribution, risk management frameworks, and portfolio analytics
• Experience presenting investment recommendations to internal stakeholders
• Exposure to both public and private market investment strategies
• Ability to thrive in a collaborative, high-impact team environment

Compensation & Benefits

Base Salary Range (Location Based)

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.

• $80,487 - $107,315 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, and WY.
• $84,514 - $112,681 in these states: CO, HI, MI, MN, NC, NH, NV, OR, and RI.
• $88,541 - $118,046 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, and WA.

The organization offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance physical, mental, emotional and financial wellbeing. Additional details about bonus structure (short-term incentives, long-term incentives and/or sales compensation) are provided during the selection process.

Background Screening

If selected, a background screen may include checks for criminal records, motor vehicle reports, and/or drug screening depending on position requirements. Job-related concerns identified during background screening may disqualify the candidate or affect their current role. Results are evaluated on a case-by-case basis.

Pursuant to the San Francisco Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered.

Equal Employment Opportunity

The employer provides equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status, and does not tolerate unlawful discrimination in employment decisions.