Senior Analyst

Senior Analyst

The Senior Analyst supports Bolton's Investment Consulting Group (ICG) through a combination of investment research and client service across a range of institutional retirement plan clients. Working closely with the CIO, the research team, and Bolton consultants, this individual conducts investment analysis and manager due diligence while serving as a primary analytical and operational resource for client-facing teams and interacting directly with plan sponsors, recordkeepers, and other service providers. The role suits an experienced professional with broad institutional investment consulting experience who can apply strong analytical, organizational, and communication skills across multiple client and plan contexts while managing several high-priority projects with minimal oversight.

Serve as a primary analytical and operational resource to consultants for assigned institutional investment clients, interacting directly with plan sponsors

Prepare investment memorandums and analyze financial and economic information to support recommendations for clients and Bolton's Investment Committee

Conduct due diligence reviews and assist with the selection and monitoring of investment managers

Serve as the subject matter expert on performance reporting, preparing monthly, quarterly, annual, and ad hoc client reports and analyses

Support plan operations and service provider coordination, including DC recordkeeping, onboarding, and transitions

Assist with the development, review, and maintenance of Investment Policy Statements (IPS) and related governance documentation

Support service provider searches and RFPs, and contribute to business development proposals

Required Qualifications

Bachelor's degree in Finance, Economics, Business, or a related field (or equivalent experience)

Minimum of 5 years in institutional investment consulting, retirement plan operations, or a related field

Substantive experience with either investment manager due diligence or performance reporting

Experience interacting directly with plan sponsors and supporting client-facing consultants, plus exposure to service provider searches, RFPs, or vendor evaluations

Strong understanding of retirement plan operations, manager due diligence, and service provider relationships

Ability to manage multiple high-priority projects with minimal oversight, with excellent organizational, written, and verbal communication skills

Preferred Qualifications

Prior experience working for or closely with a retirement plan recordkeeper

Chartered Financial Analyst (CFA) charter, or active progress toward completion

Familiarity with performance reporting tools and recordkeeping platforms

Experience supporting service provider transitions or implementations

Travel Requirements

Estimated travel: Minimal

May include local day travel, overnight travel, client site visits, and conferences or training events

Why Join Bolton

Collaborative, team-oriented culture

Opportunity to work alongside experienced consultants and industry leaders

Exposure to meaningful, client-driven work

Ongoing learning and professional development opportunities

Compensation & Benefits

Salary Range: $80,000 – $95,000 (Actual compensation will depend on experience, qualifications, and location.)

Benefits Overview:

Medical, dental, and vision coverage

Employer-paid disability and life insurance

401(k) Plan with match after 6-months of employment

Paid time off and holidays

Hybrid telework arrangements

Monthly fitness stipend

Equal Opportunity Employer

Bolton is an equal opportunity employer and is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Reasonable Accommodations

Bolton is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and employment process. If you require an accommodation, please contact Human Resources.