Senior Investment Associate, Vestwell

• We are seeking an enthusiastic and highly organized professional to join our team as a Senior Investment Associate
• The job requires keen attention to detail and the ability to track multiple projects and communicate with 3rd parties across multiple platforms
• The ability to understand the “big picture” and the importance of the team’s role in the overall process
• Excellent communication skills across internal stakeholders and external partner groups
• Passion for learning and applying new concepts, and bridging information where continued process-development is key
• The ability to self-manage around tight deadlines in a fast-paced environment while ensuring the integrity and accuracy of the details
• Strong technical proficiency using Excel and process management tools
• 3 -5 Years of Retirement Recordkeeping Experience

Desirable

• This person will be responsible for coordinating the setup of investment products and programs with our partner custodians, advisors, fund/insurance companies, and investment managers
• They will be responsible for maintaining and updating investment products for plans currently on the platform
• They will be responsible for managing internal and external communications around investments with various stakeholders including clients, vendors, and partners
• While primarily operational in nature, our team sits at a unique intersection of clients, operations, and strategy, and the role reflects this multifaceted nature
• In this position, you’ll be responsible for a number of items, as it pertains to the investment management operational oversight and implementation
• Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis
• Coordinating with our custody partners to ensure a seamless new plan onboarding process
• Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans
• Working with 3rd party investment managers and advisors to define onboarding and ongoing requirements
• Ensuring investment performance and fact sheets are updated regularly
• Reviewing and processing of Fund/Model Changes within Investment Program Lineups

• It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests
• Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
• Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process