Investment Services Analyst I

Location:

1901 Chestnut Ave
Glenview, Illinois, 60025
United States

Category:
Investments

Date Needed by:
12/9/2024

Primary Duties and Responsibilities:

You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at Wespath Benefits and Investments. Join our team in Investments – and, if you like, teams such as our DEI Council or our Green Team on environmental sustainability – and make an impact through your work!

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

Wespath, recognized as a 2017-2024 Chicago’s Best and Brightest Companies to Work For® and a 2018-2024 National Best and Brightest Companies to Work For®, has an opportunity for an Investment Services Analyst I who provides analytical, reporting, and broad client / prospect support for Wespath’s institutional investment products and services. In this role the analyst will work with the Managing Director, Institutional Investment Services (IIS) to execute the processes to support the IIS team and client interactions with Wespath across the entire lifecycle from sales, through acquisition, to retention. The goal of the analyst is to enhance the client experience to drive retention and support business development efforts. The analyst will secure IIS and Investment Management team feedback to assist in identifying continuous improvement actions, align with best practices, and identify Wespath’s competitive advantage.

More specifically, as an Investment Services Analyst I you will:

• Support the Institutional Investment Services department by analyzing, monitoring, and evaluating existing and prospective client and team needs.
• Support in the delivery of high-quality client service, resulting in the retention of discretionary assets invested in Wespath’s funds by UMC-associated organizations.
• Create and distribute a variety of monthly and quarterly financial and investment-related reports.
• Attend client and prospect meetings in a supportive role, presenting information as needed.
• Respond to various ad hoc requests from the CIO, Investment Management, and Institutional Investment Services departments.
• Present Wespath’s institutional investment offering from a service perspective.
• Identify major competitor’s product and service models; identify weaknesses/strengths, monitor the Wespath competitive advantage and messaging.
• Collaborate with Wespath’s Communications and Investment Analytics departments to update client reporting.
• Ensure the client experience and Wespath message for institutional investments is consistent with Wespath’s brand and corporate identity.
• Support the completion of gap analyses and activities required to ensure that Wespath’s service offering sufficiently appeals to the target market of institutions associated with The United Methodist Church and fulfills the organization’s retention goals.
• Develop expertise with various computer systems including:

-        Investment Metrics (PARis)

-        eVestment

-        FactSet: generate a variety of custom reports upon request.

-        Salesforce CRM system: document internal approvals and correspondence.

      -        Act-On:  generate Wespath branded email distributions.

Investment Services Analyst I Compensation and Benefits:

• Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one.
• 8% employer contribution to retirement plan with an additional match up to 2% on day one.
• 22 days of PTO + 12 paid holidays.
• Hybrid working arrangement.
• The compensation range for this position is $63,000 – $70,000 with a bonus opportunity and customary benefits. Final compensation will be set based on the hired applicant’s qualifications (education, training, and/or experience related to this role), and as such, may fall outside the range shown.

#LI-CW1 #LI-hybridY

Minimum Requirements/Qualifications:

• Bachelor’s degree in finance, economics, accounting, or equivalent work experience.
• Strong PC skills in all Microsoft Office applications.
• Strong written and verbal communications skills.
• Excel and PowerPoint skills for client presentations.
• Ability to travel up to 10% of the time.

Preferred Qualifications:

• Knowledge of or a strong desire to gain knowledge of investing and financial markets.