Benefits:
9 paid company holidays
10 days paid vacation
Pre-tax FSA and Dependent Care FSA options
Dental insurance plans with a 100% employer paid option
Employer sponsored medical insurance plans
401(k) with company match
Opportunity for advancement
Parental leave
About PlanPILOT
PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide proactive, value-adding services to our clients, their plan committee(s), and their employees.
Job Summary
The role of the performance analyst is to support the day-to-day investment reporting processes of the organization and maintain responsibility for investment oversight duties to clients. The performance analyst is responsible for preparing materials for client investment meetings. The performance analyst is expected to gain familiarity with the firm’s investment reporting processes and to identify opportunities for improved efficiency whenever possible. The performance analyst must be able to understand the context and nuances of investment performance and communicate clearly and effectively with stakeholders, internally and externally.
PlanPILOT has an extensive onboarding and training process that will support the successful transition and career growth opportunity for the right individual.
Responsibilities and Duties
Perform quantitative and qualitative analysis on client and prospect investment options
Support formal investment monitoring processes along with specific client-related investment projects
Develop materials for client investment meetings with particular attention to detail
Maintain and improve investment performance data and reporting processes
Enhance personal competence by attending industry events and conferences, participating in webinars, keeping up with industry developments, etc.
Gain a basic understanding of retirement plans and the fiduciary services PlanPILOT provides to its clients
Qualifications and Skills
Bachelor’s degree, preferably in Finance or Economics
CFA candidates encouraged to apply
1-3 years job experience preferred
Demonstrated interest in investments
Excellent written, verbal, and interpersonal communication skills
Strong project management, follow-up, and ability to execute to completion under tight deadlines
Critical thinker with exceptional problem-solving capabilities
Team player with a positive attitude and willingness to bring new ideas to the team
Continuous learner, proactive and self-motivated to expand knowledge base
Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
Self-starter with strong attention to organization and detail
Adaptability as the company grows and evolves
Work Conditions
The Performance Analyst is a full-time role, based in Chicago, IL and may work in a hybrid arrangement with a combination of in-office and remote work.
PlanPILOT welcomes people from all backgrounds and walks to life. PlanPILOT is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Flexible work from home options available.