3,862 Investment jobs in the United States

Our client, a highly respected financial institution, is seeking a seasoned Senior Investment Analyst to join their thriving portfolio management division in Austin, Texas, US . This role is critical for delivering exceptional investment strategies and client service.

As a Senior Investment Analyst, you will be responsible for conducting in-depth financial research, analyzing market trends, and evaluating investment opportunities across various asset classes. You will play a key role in developing and managing investment portfolios tailored to client objectives and risk tolerances. This position requires a strong understanding of financial markets, excellent analytical and quantitative skills, and a proven ability to provide insightful recommendations. You will work closely with portfolio managers, client advisors, and research teams to achieve superior investment performance.

Key responsibilities include:

• Performing comprehensive financial analysis of companies, industries, and macroeconomic trends.
• Developing and implementing investment strategies and asset allocation models.
• Conducting due diligence on potential investments, including equity, fixed income, and alternative assets.
• Monitoring portfolio performance and identifying risks and opportunities for adjustment.
• Preparing investment reports, presentations, and recommendations for clients and internal stakeholders.
• Collaborating with client advisors to understand client needs and tailor investment solutions.
• Staying abreast of market developments, regulatory changes, and new financial products.
• Utilizing financial modeling and valuation techniques to assess investment attractiveness.
• Participating in investment committee meetings and contributing to strategic discussions.
• Mentoring junior analysts and supporting the growth of the investment team.

The ideal candidate will hold a Bachelor's degree in Finance, Economics, or a related field. A Master's degree or CFA charter (or progress towards it) is highly desirable. A minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role is required. Proven experience with financial modeling, valuation techniques, and statistical analysis is essential. Strong knowledge of capital markets, various asset classes, and investment products is mandatory. Excellent analytical, problem-solving, and communication skills are critical, along with a meticulous attention to detail and a commitment to ethical conduct. The ability to work effectively in a team environment and manage multiple priorities is also key.

Location: Hybrid (Atlanta, GA or Washington, DC Preferred)

What We Do:

Gridline provides access to top-tier alternative investments, creating an efficient way to gain diversified exposure to non-public assets with lower capital minimums, transparent fees, and greater liquidity.

While the traditional investing process is cumbersome, manual, and inefficient, we are redeveloping the entire system from the ground up, building a technology-first approach that makes it simple to discover, deploy and manage alternative investments.

Just as other platforms have revolutionized the financial industry (payments, lending, trading, etc), we are building the on-ramp for new journeys into alternatives by reducing complexity and putting usability at the core of our platform.

Who We Are:

Our team collectively brings decades of experience across the technology and investing landscape, and are looking to continue our growth alongside people that:

• Make decisions based on data and analytical insights with a focus on delivering long term value
• Think strategically, and can articulate what they are (and are not) trying to accomplish
• Take calculated risks, are open to possible failure, and continuously make progress
• Are passionate about what were building and seek to constantly learn
• Operate with a high degree of candor, authenticity, and transparency

About the Role:

We are seeking an Investment Consultant to join our young and growing team serving a diverse range of clients, including independent financial advisors, single-family offices, and endowments and foundations. In this advisory-focused role, you will support the buildout of client private investment programs, contribute to fund manager research, and provide high-quality client service and reporting.

You will have the opportunity to work collaboratively across the organization, including with business development professionals, product leaders building the next generation platform for alternatives, and top management. Success in the role will be based on effective communication across teams, insightful analysis, private markets expertise, strong presentation skills to private clients, and contribution to an inclusive culture. We encourage continuous learning, proactive problem-solving, and a strong sense of ethics in all client engagements.

Key Responsibilities:

Client Support

• Respond to ad-hoc client requests with diligence and professionalism
• Build proposals for custom private client portfolios that meet risk, return, and diversification objectives
• Collaborate with business development to communicate our value proposition to clients through in person presentations, written communication, and timely responses to questions
• Represent the firm at industry events, roadshows, and conferences with professionalism and intellectual heft
• Serve as a subject-matter-expert on Gridline diligence process incorporating our four principles People, Process, Performance and Philosophy
• Regularly update investors on performance, including industry benchmarking, qualitative analysis, and performance breakdowns

Due Diligence & Research

• Source promising investment managers across buyout, venture, private credit, and real assets from industry peers, placement agents, outbound thematic research, and more
• Track managers over time and manage a pipeline of investment opportunities
• Lead or support meetings with investment managers, with the goals of ascertaining manager skill and representing Gridline effectively to potential partners
• Use quantitative measures to separate good and great managers, and effectively communicate the results of those measurements to internal and external stakeholders
• Produce fully fleshed out investment recommendations, reports, and research pieces for internal and public consumption
• Collaborate with investment and product teams in negotiating fees, capacity, etc. with external managers and pricing/economic activities related to Gridlines investment vehicles

Preferred Qualifications:

• Bachelors degree required; MBA, CFA, or CAIA a plus (or working towards such credentials)
• 35+ years of experience in investment consulting, manager research, private portfolio construction, private equity, investment banking, investment advisory, or related fields
• Experience gained at a fund-of-funds, OCIO, Family Office, or Multi-Family Office a plus
• Record of drafting materials for and actively communicating in client-facing meetings
• Excellent written and verbal communication skills, with the ability to present complex investment topics clearly to varied audiences
• Demonstrated proficiency in financial analysis and modeling; private markets experience preferred and familiarity with PitchBook, Cobalt, or Prequin ideal
• Detail-oriented, proactive, and collegial team player capable of completing tasks independently and filling multiple roles
• Passionate about continuous learning and intellectually stimulated by private markets
• Willingness to travel as required for client and manager meetings and conferences (anticipated to be <20% of working days for the first year)

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Job Posting: Investing Consultant

Position: Investing Consultant

Location: Remote or On-Site (Location Flexible)

Type: Part-time/Contract

Overview:

We seek an experienced Investing Consultant to assist in establishing and managing an angel-investing framework within our organization. The ideal candidate will have a solid background in early-stage investment strategies, familiarity with venture capital and angel investment networks, and a proven record of helping startups or investors navigate the unique challenges of angel funding.

Key Responsibilities:

• Develop a structured angel investment framework tailored to the organization's objectives and resources.
• Identify, screen, and evaluate high-potential startup investment opportunities.
• Assist in setting up due diligence processes to assess investment risks, valuations, and growth potential.
• Establish connections with angel investor networks, syndicates, and other potential co-investors.
• Provide insights on industry trends, investment best practices, and legal considerations for early-stage funding.
• Offer guidance on structuring investment terms, such as convertible notes, SAFE agreements, and equity distribution.
• Educate and support internal stakeholders on best practices for angel investment.

Qualifications:

• Experiences: Minimum 10 years in angel investing, venture capital, or early-stage startup consulting.
• Knowledge: Deep understanding of startup ecosystems, investment structuring, and financial due diligence.
• Network: Established connections within the angel investing and venture capital communities.
• Skills: Strong analytical, communications, and project management skills; ability to convey complex investment concepts.
• Education: Bachelor's degree in Business, Finance, or a related field (MBA preferred).

Why Join Us:

• Opportunity to shape the organization's early-stage investment approach and make a lasting impact.
• Collaborative, forward-thinking work environment.
• Flexible work arrangements with opportunities for professional development.

To Apply:

Please submit your resume and a cover letter detailing your experience with angel investing frameworks, startup ecosystem involvement, and any notable achievements in the field to Kelley Benson, HR - (email protected)

Deadline for Application: November 30, 2024

Investment Consultant

We are seeking a talented individual to join our Wealth investment team at Mercer. This role will be located in Washington DC, and it is a hybrid role with a requirement of working at least three days a week at the client's office.

As an Investment Consultant, you will be working on-site at a client's office and will be responsible for supporting the ongoing provision of investment advice for a large client. In this role, you will oversee government insurance projects for all pension plans. This includes analyzing different investment markets, managers' investment styles, and portfolio characteristics to evaluate their impact on investment performance. You will interface with client contacts regularly, notifying them of critical issues in an accurate and timely manner, while also assisting in the management of all aspects of consulting relationships for assigned clients. Additionally, you will manage multiple projects, keeping the team informed of their status and overseeing the information disseminated to clients.

We will count on you to:

• Examine and monitor developments at investment management firms and communicate to clients as appropriate
• Act as project manager ensuring that high quality client deliverables are delivered in a timely manner, delegating work to senior consultants as appropriate, and providing guidance and ensuring peer review
• Produce accurate and detailed client reports through analysis of client-specific investment data including ongoing investment performance and manager monitoring
• Communicate with investment managers and custodians to gather and/or clarify client-specific data for reporting or any other client related matters
• Play a key role in investment manager searches, investment structure reviews, asset allocation studies, and other investment-related activities including market research presentations, ongoing manager due diligence, ad-hoc client projects/requests, etc.
• Attend and participate in weekly/regular client meetings
• Analyze and edit investment policy statements
• Conduct strategic portfolio structure and asset allocation analysis

What you need to have:

• A bachelor's degree from an accredited college/institution with demonstrated work in business/investment-related courses
• 2-5 years of investment-related experience
• Strong analytical, project management and communication skills
• Self-motivation, with ability to work well in a highly collaborative team environment
• Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment
• Detail-oriented with strong critical thinking and problem-solving skills to analyze complex situations and develop effective solutions
• Eagerness to learn and keep up to date with the investment industry and market conditions
• Adaptability and decisiveness
• Good technical skills; proficiency in Microsoft Excel, Word, and PowerPoint

What makes you stand out?

• Experience with a variety of institutional clients and plan types
• Completion of, or progression towards CIPM, CFA, or CAIA designation
• Familiarity with liability driven investing and the defined benefit market
• Insurance experience

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan, is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status, or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

The applicable base salary range for this role is $7,000 to 134,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Investment Manager

Getty is committed to creating a welcoming workplace that reflects the various backgrounds of the communities we serve. We value differences in the pursuit of inquiry and knowledge, mutual understanding, respect, trust, transparency, and cooperation. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship or immigration status, color, disability, ethnicity, familial status, gender identity and/or expression, genetic information, marital status, national origin, race, religion, sex, sexual orientation, veteran status, or any other protected status.

Job Summary

Reporting to the Managing Director responsible for the Absolute Return, Credit, and Fixed Income portfolios, the Manager will be an integral part of the investment team. The ideal candidate will have experience in conducting due diligence across Absolute Return, Public and/or Private Credit, Fixed Income, and Public Equities fund managers. Responsibilities include sourcing, evaluating, monitoring external managers, and contributing to asset allocation, portfolio construction, and risk management decisions. A proven track record in due diligence projects and dedication to Getty's mission are essential.

Getty has engaged Pinnacle Group for this search. Interested candidates should send their resume to Trevor Esse at Only those expressing interest via this contact will be considered.

Major Job Responsibilities

• Conduct thorough due diligence on prospective opportunities, analyzing investment strategy, process, organization, portfolio positions, and performance.
• Prepare investment memos, supporting documentation, and research materials.
• Develop and generate reports with the investment operations team on fund and portfolio exposures, risk metrics, fund flows, liquidity, and performance.
• Coordinate legal reviews, terms negotiation, funding sources, and operational requirements with internal and external stakeholders.
• Stay current on market trends and strategies through research and conferences.
• Provide guidance and mentorship to less experienced team members.
• Build and maintain a network within the investment community.
• Assist across all asset classes and support colleagues as needed.

Qualifications

• College or university degree; CFA, CAIA, and/or MBA is a plus.
• 6-8 years of relevant experience at a foundation, endowment, family office, financial institution, or consulting firm.
• Strong knowledge of capital markets, risk, and complex investment strategies.
• Experience with multiple asset classes, especially absolute return and private credit strategies.

Knowledge, Skills, and Abilities

• Curious, motivated self-starter.
• Proficient in multitasking and meeting deadlines.
• Excellent communication skills, both verbal and written.
• Strong quantitative and analytical skills, data-driven approach.
• Organized with high attention to detail.
• Proficient with technology; familiarity with Caissa and Bloomberg is a plus.
• Team-oriented, with integrity and fiduciary responsibility.

Benefits and Perks

Full-time employees enjoy:

• Comprehensive health insurance (medical, dental, vision), with Getty covering 75%-95% of premiums.
• 403(b) retirement plan with up to 5% matching.
• 6% Getty contribution to 401(a) plan.
• Educational and professional development support.
• Paid vacation, sick, and personal days, plus 12 holidays.
• Bi-weekly Off-Fridays for many positions.
• On-site fitness center at Getty Center.
• Community service opportunities.

For more details, visit Getty HR .

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Intro description:

Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.

Intro description:

Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.

We are looking for an Investment Manager to join our growing investment team. You'll be responsible for leading and driving sales engagement and should be highly motivated to solve critical challenges facing our counterparties. If you're looking to take your career to the next level and join a collaborative, dynamic company, this opportunity from Legalist could be the one for you.

Core responsibilities:

• Pursue revenue boosting opportunities in multiple channels such as direct prospecting, lead follow-up, networking, and partner / channel relationships.
• Design, develop, and execute on mutual action plans to form a winning closing strategies.
• Form value propositions to prospective partners that appeal to their needs and requirements, eventually growing the professional relationship and further anticipating business needs.
• Harmonize efforts with other functional teams in the organization. You'll be more effective at your job over time, as you learn the answers to questions without having to ask the rest of the team.
• Build and maintain relationships with partners and third parties to increase Legalist's opportunities.
  
  

Required experience for this role:

• Bachelor's Degree in Business, Communication, or related field desirable or equivalent experience from an accredited institution.
• 1 - 2 years experience in an Inside Sales/Business Development position.
• Strong verbal and written communication skills.
• Self-driven, results-oriented with a positive outlook and a clear focus on high quality and business profit.
• Excellent time management and organizational skills.

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales

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Description and Requirements

General Description: This position is responsible for compiling statistical financial, economic and plan specific data for client investment reports. The ideal candidate should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. The position also is responsible for monitoring and evaluating client portfolios to ensure compliance with investment policy objectives. Additional responsibilities include participating in fund manager due diligence calls/presentations and supporting sales and marketing efforts as requested.

Responsibilities:

• Develop, analyze, communicate, teach, present and prepare investment strategies to support the pension and retirement plan sales efforts and help close new business.
• Utilizing appropriate technology, due diligence and publications to review, monitor and analyze performance for the non-proprietary funds currently offered to USICG clients to help them meet their investment objectives.
• Deliver timely, responsive and accurate support to the sales and marketing staff as well as assigned book of clients who require periodic comprehensive written reviews of their plans investments. Retain assigned clients.
• For current clients, review available investment options and the degree of participation in each investment choice. Make recommendations for proactive menu enhancements (i.e. additional investment options to be included as well as menu items in need of deletion).
• Maintain due diligence database of funds not currently offered by USICG, and provide senior management with proposals for additional funds that should become a part of the product offering.
• Alert management to style drift, capitalization trends and performance deterioration to provide timely client and prospect communications draft internal and external communication and train investment analysts as needed.
• Provide commentary on the current and projected economic conditions and how it may impact the financial markets and investments offered to our retirement plan clients.
• Provide proactive asset allocation advice to DB clients and participate in asset/liability studies.
• Analyze portfolios including composite funds and rebalance as needed, on a quarterly basis.
• Meet periodically with clients to provide relationship management and cross sell other USI services.
• Enact investment policy statements for assigned clients including trades and investment of new deposits.
• Independently and efficiently handle miscellaneous assigned projects.
• Comply with published procedures and compliance manual for USI Advisors and Securities.

Knowledge, Skills and Abilities:

• 6 or more years of investment performance measurement experience, with significant exposure to mutual and institutional funds.
• Bachelor's or more advanced degree in Mathematics, Business, Finance or Accounting.
• Strong computer skills. Especially proficient with Excel, Morningstar, and database management.
• Familiarity with other industry software programs for monitoring funds.
• Series 65 required.
• Good knowledge of retirement and pension programs and their funding.
• Financial expertise and business sense from both USI's and client's perspective.
• Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
• Ability to stay organized and focused in a busy environment.
• Effective communication skills with clients and co-workers, both verbal and written.
• Comfortable presenting to small audiences.
• Personable and credible.
• Ability to work both independently and in a team setting based on the nature of the assignment.

Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services ("USI"). To learn more, visit usicg.com or follow us on LinkedIn.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning I'm With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
•Recognized as one of Insurance Business America's Top Insurance Employers for the seventh consecutive year (2018-2024).
•Named to Business Insurance's annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
•Named to Fortune's 2024 Best Workplaces in Financial Services & Insurance list.
•Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
•Recognized by Newsweek as one of America's Greatest Workplaces for Diversity in 2024

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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Description and Requirements

Requirements

Description and Requirements

General Description: This position is responsible for providing institutional consulting services to retirement plan clients. The ideal candidate should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks and convey findings to client audiences. The position also is responsible for monitoring and evaluating client portfolios to ensure compliance with investment policy objectives. Additional responsibilities include In internal committees and project work related to broader initiatives of the investment advisory organization.

Responsibilities

• Develop, analyze, communicate, teach, present and prepare investment strategies to support the pension and retirement plan sales efforts and help close new business.
• Utilizing appropriate technology, due diligence and publications to review, monitor and analyze performance for the non-proprietary funds currently offered to USICG clients to help them meet their investment objectives.
• Deliver timely, responsive and accurate support to assigned book of clients who require periodic comprehensive written reviews of their plans investments. Retain assigned clients.
• For current clients, review available investment options and the degree of participation in each investment choice. Make recommendations for proactive menu enhancements (i.e. additional investment options to be included as well as menu items in need of deletion).
• Work with recordkeeping partner to service assigned book of clients.
• Provide commentary on the current and projected economic conditions and how it may impact the financial markets and investments offered to our retirement plan clients.
• Provide proactive asset allocation advice to DB clients and participate in asset/liability studies.
• Analyze portfolios including composite funds and rebalance as needed, on a quarterly basis.
• Meet periodically with clients to provide relationship management and cross sell other USI services.
• Enact investment policy statements for assigned clients including trades and investment of new deposits.
• Independently and efficiently handle miscellaneous assigned projects.
• Comply with published procedures and compliance manual for USI Advisors and Securities.
  
  

Knowledge, Skills And Abilities

• 6 or more years of investment-related performance measurement experience, with significant exposure to mutual and institutional funds. Institutional consulting or wealth management experience preferred; client-facing experience preferred.
• Bachelors or more advanced degree in Mathematics, Business, Finance or Accounting.
• Strong computer skills. Especially proficient with Excel, Morningstar, and database management.
• Familiarity with other industry software programs for monitoring funds.
• Series 65 required.
• Good knowledge of retirement and pension programs and their funding.
• Financial expertise and business sense from both USIs and clients perspective.
• Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
• Ability to stay organized and focused in a busy environment.
• Effective communication skills with clients and co-workers, both verbal and written.
• Comfortable presenting to small audiences.
• Personable and credible.
• Ability to work both independently and in a team setting based on the nature of the assignment.
  
  

Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICGs integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (USI). To learn more, visit usicg.com or follow us on LinkedIn .

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprisethe three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint were working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning Im With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business Americas Top Insurance Employers for the seventh consecutive year (2018-2024).
• Named to Business Insurances annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
• Named to Fortunes 2024 Best Workplaces in Financial Services & Insurance list.
• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
• Recognized by Newsweek as one of Americas Greatest Workplaces for Diversity in 2024
  
  

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

Salary Range is $85,000 - $15,000, plus potential for compensation incentives Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at USI Insurance Services by 2x

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SCI, the leader in real estate executive search, is partnering with one of the most active and well-capitalized REITs in senior housing and healthcare real estate that is seeking an Investment Analyst to join its growing and high-performing Investment Team.

This is a unique opportunity for a detail-oriented, analytically minded individual with experience in healthcare real estate, lending, or data-driven investing. The right candidate will bring strong financial modeling skills and a strategic mindset to support the companys next phase of growth.

In this role youll:

• Join a sophisticated, high-performing investment team at the forefront of senior care real estate
• Leverage your financial modeling and analytical skills to drive the companys strategic growth
• Work directly with a seasoned professionals who are passionate about seniors housing and long-term care