When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
The Senior Investment Analyst is a key contributor to the centralized investment function, supporting both
institutional and wealth business lines. This role is suited for professionals with 3–8 years of experience who excel in
complex investment scenarios and operate with a high degree of independence. Senior Analysts lead advanced
research, analytics, and operational workflows, mentor junior staff, and drive process improvements across the team.
Collaboration with senior leadership and cross-functional partners is essential to deliver sophisticated investment
solutions and maintain best-in-class standards.
Essential Duties and Responsibilities:
• Advanced Research & Due Diligence: Lead manager/product evaluations, oversee data validation, and synthesize findings for investment committees.
• Investment Platform & Operations: Oversee updates to approved lists, models, and reference data; ensure rigorous documentation and version control.
• Trading & Implementation: Supervise trade preparation and reconciliation for complex allocations; resolve post-trade exceptions and ensure audit compliance.
• Analytics & Reporting: Design and interpret advanced performance, attribution, and risk analyses; maintain dashboards and reporting packages with strict quality control.
• Advisor & Field Support: Respond to complex information requests, provide expert product/portfolio insights, and support proposal development for high-value cases.
• Presentation & Content Preparation: Develop and review materials for investment committees, client meetings, and RFPs/RFIs; contribute to market/economic commentary and ensure compliance.
• Governance & Compliance: Champion adherence to policies and procedures (e.g., best execution, valuation, ERISA/SEC); support audits and surveillance activities.
• Collaboration & Continuous Improvement: Mentor junior analysts, lead process mapping initiatives, and drive improvements in quality and efficiency.
• Professional Development: Demonstrate mastery of investment tools (Excel, PowerPoint, FactSet, M*Direct, etc.); pursue advanced credentials (e.g., CFA).
Qualifications, Skills and Requirements:
· Exceptional communication skills (written and verbal)
· Strong attention to detail and project management abilities
· Advanced proficiency with investment software (M*Direct, FactSet, etc.)
· Deep understanding of multiple asset classes (equities, fixed income, real estate, alternatives)
· Proven ability to work independently and manage complex assignments
Education, Training and Experience:
· 3–8 years of experience in Asset Management and/or Wealth Management · Strong investment and markets background · CFA designation or candidacy highly desirable · Experience with asset allocation solutions (target date funds, retirement plans, F&E plans, wealth portfolios
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!