Retirement Plan Investment Analyst

2 days ago


Jacksonville, Florida, United States Bank of America Full time

We are seeking a highly skilled Retirement Plan Investment Analyst to join our team in developing and implementing institutional investment strategies for defined benefit pension plans.

The ideal candidate will possess strong analytical skills, experience with financial modeling software, and excellent communication skills to effectively collaborate with internal partners and external clients.

Responsibilities include monitoring financial performance, creating and distributing performance reports, conducting asset-liability modeling studies, and communicating with stakeholders.

Additionally, the successful candidate will have a bachelor's degree in actuarial science, finance, mathematics, statistics, or a related field, and 3+ years of actuarial or institutional investment experience.

A Series 7/66 designation is preferred but not required. Key skills include business acumen, data management, oral communications, presentation skills, written communications, benefits plan development, business analytics, collaboration, analytical thinking, innovative thinking, problem-solving, and product management.

In this role, you will work closely with senior Product Managers to develop product plans, strategies, and enhancements, and perform data collection and coordination activities.

This position is based in one of our US locations, including Boston, Massachusetts; Pennington, New Jersey; Charlotte, North Carolina; or Jacksonville, Florida.

The estimated annual salary for this position is $110,000-$140,000, depending on qualifications and location.


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