USI Insurance Services · 14 hours ago
Investment Analyst
Glastonbury, CT
Full-time
Onsite
Mid Level
$45K/yr - $55K/yr
3+ years expUSI Insurance Services is an industry-leading retirement plan consulting and benefits administration firm. They are seeking an Investment Analyst responsible for conducting financial research, analyzing capital market trends, and evaluating investment performance to support client investment strategies.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Work with USI Advisor’s Director of Research to monitor investments across assigned asset classes and ensure processes are in line with best practices
Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies
Responsible for regular written assessment fund/market commentary for client / prospect use
Maintain and assess proprietary quantitative data for investment manager evaluation
Maintain and assess proprietary quantitative models
Monitor investment performance, risk levels, investment strategy and objective changes
Maintain and assess custom Morningstar Reports
Conduct due diligence on asset managers
Prepare reports for client and investment committee meetings
Collaborate with research/investment analysts on fund and market related analysis
Qualification
Preferred
3+ years of relevant working experience preferred
Bachelor's Degree (Finance, Economics, or Business Administration) preferred
Series 65 or equivalent desirable or willing to obtain
CFA and/or MBA certification or working towards obtaining desirable
Advanced Computer knowledge (e.g., Microsoft Excel, Word, and PowerPoint; Morningstar; and database management)
Ability to solve creatively and proactively problem-solve, adhering to all regulatory requirements
Ability to stay organized and focused on a busy environment
Effective communication skills with clients and co-workers, both verbal and written
Personable and credible
Demonstrates cooperation and collaboration in a team setting
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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