Great-West Financial Empower Retirement

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Analyst Investment

Analyst Investment

Job ID 
14567
# Positions 
1
Location 
US-CO-Denver (DTC)
Posted Date 
7/28/2017
Category 
Hidden (2879)

More information about this job

Position Highlights

Be Bold Be Brilliant

 

Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.

 

Our over 5,000 associates across 40 locations across the country provide world class service to:

 

30,000+ employer sponsored retirement plans

8 million+ employees participating in their employer-sponsored retirement plan

467,700+ individual life insurance and annuity accounts

$460 billion+ total assets under administration

 

The Investment Analyst role is responsible for providing support to the product management function associated with Great-West Funds. The Investment Analyst Great-West Funds provides ongoing research and support for the Great-West Funds complex, which is comprised of more than 60 distinct mutual funds and 10 collective trusts representing more than $25 billion in AUM. The role is responsible for creating regular management reporting, including support for marketing collateral, creating and updating competitive analyses for each of the funds. The role also provides support for manager search activity and other analyses supporting the business lines.

 

Primary Responsibilities

  • Creates regular management reporting including weekly and monthly performance reports, competitive analyses, pitch book updates, etc.
  • Interviews subadvisors on an ongoing basis to better understand and document performance, process, investment personnel, etc.
  • Prepares complex investment models to analyze the impact of various changes on portfolios managed by GWCM. Creates back-tests and projections of various asset classes and investment managers
  • Assists in manager searches and ad-hoc investment analytics
  • Prepares standard quarterly reporting for various Investment Advisor Committees and the Fund Company Board of Directors
  • Works closely with marketing to create new content and update existing content supporting Great-West Funds
  • Provides input and research for thought leadership pieces

Qualifications

  • Bachelor's degree in finance, economics, mathematics, or similar
  • CFA charter or progress toward CFA charter preferred
  • FINRA Series 6 and 63 registrations required within 90 days of hire/transfer date
  • At least three years experience in a similar role
  • Demonstrable expertise in investment themes and trends, economic analysis, and manager research principles

Disclaimer:  The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job.  They are not intended to be an exhaustive list of responsibilities, duties and skills.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,000 associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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