Hiring: Sr Investment Analyst Company: NFP, an Aon company Location: Charlotte, NC Job Posted Time: 2026-09-16 07:40:23 Target Skills & Keywords : Zoom About the job Experience: •5 years’ experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). Required Skills: •Conduct ongoing quantitative and qualitative analysis of investment managers and investment vehicles across multiple asset classes. •Prepare clear, concise, and insightful written investment commentary for investment committee reports and client reviews. •Prepare investment recommendations including fund additions, removals, watch status, and replacement recommendations based on established investment criteria and Investment Committee guidance. •Present investment analysis and recommendations to clients’ investment committees. •Respond to client questions regarding investment performance, manager philosophy, market conditions, and investment strategy. •Participate in investment manager meetings, due diligence calls, and industry conferences. Coordinate regularly with fund company contacts to obtain due diligence information, discuss portfolio positioning, review organizational updates, and product enhancements. •Evaluate target date fund providers and conduct suitability analysis for clients. •Support Requests for Proposal (RFPs), finalist presentations, and new business opportunities by providing investment expertise. Compensation: •$126,000 - $180,000 / year •We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!