Specialist, Retirement Investment Analytics

Richfield, OH, United States

USD 57K-67K (estimate) Entry-level Full Time

@ C...

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Found 1d ago

Tasks

Add funds to Schwab platform
Audit investment menus during conversion
Identify trends in data
Manage Morningstar data
Participate in industry expert meetings
Prepare Excel analytical deliverables
Produce monthly client reporting
Produce quarterly client reporting
Provide investment due diligence support
Provide investment insights for plan menu
Research fund availability on Schwab platform
Support investment research projects
Support quarterly audit of fact sheets

Perks/Benefits

Skills/Tech-stack

Education

N/A

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Specialist, Retirement Investment Analytics

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