OneDigital · 1 day ago
Senior Investment Analyst
Overland Park, KS
Full-time
Onsite
Mid, Senior Level
3+ years expOneDigital is a financial services company that provides employer-based benefits and personalized financial planning. The Senior Investment Analyst plays a crucial role in overseeing and maintaining the investment platform for wealth management advisors, leading research and analytics, and collaborating with senior leadership to deliver sophisticated investment solutions.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Investment Platform Oversight: Responsible for assisting with the implementation and monitoring of investment strategies across the platform, ensuring alignment with model guidelines
Advanced Research & Due Diligence: Proactively monitor and re-underwrite existing platform strategies and participate in performance reviews and due diligence for strategies including:
ETF and SMA portfolios (equities and fixed income)
Private credit, private equity, private real estate, hedge funds
Structured products and options-based overlays
M&A Support: Support the integration of acquired RIAs by migrating assets to a centralized investment platform and presenting solutions on a firm-wide and client-by-client basis
Analytics and Reporting: Build and maintain dashboards and reports to evaluate strategy performance, risk exposures, and portfolio analytics using FactSet, Morningstar, Excel, and Python. Conduct performance attribution, benchmark comparisons, dispersion analysis, and peer analysis
Trading and Implementation: Develop programmatic processes to drive scale across trading and operational workflows, maintain database quality and enhance depth and speed across strategy diligence. Collaborate cross-functionally with trading, operations, compliance, and technology teams
Advisor and Field Support: Respond to complex information requests, provide expert product/portfolio insights, and support proposal development for high-value cases
Performance Measurement: Manage the firm’s GIPS certification and composite creation, creating detailed attribution reports to derive insights from portfolio performance and communicate to field
Relationship Management: Manage relationships with third-party investment managers and support ongoing diligence efforts for both traditional and alternative investment offerings
Qualification
Required
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
The candidate must have between 3-8 years of experience in Asset Management or Wealth Management
Strong investment and markets background
Preferred
CFA designation or candidacy is highly desirable
Knowledge of programmatic analysis tools a plus (Python, R, MATLAB)
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
H1B Sponsorship
OneDigital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase