Investment Analyst
OneDigital · Overland Park, Kansas, US
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 financ...
Job description
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. Summary: This entry-level role supports OneDigital's centralized investment function across wealth and institutional business lines. Analysts may initially align with functional areas that include due diligence, analytics, trading support, and advisor/client support, executing standardized analyses, maintaining high-quality data and documentation, and contributing to the consistent delivery of investment solutions. The position develops core capabilities in research, multi-asset portfolio analytics, operational workflows, and client-ready communications while collaborating with senior team members and cross-functional partners. Essential Duties and Responsibilities: Research & Due Diligence Support Collect, validate, and organize manager/product informat...