Lockton is a global professional services firm with more than 8,000 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. Check out the latest insights from Lockton's experts.
A few reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development.
- 12-week paid parental leave.
- An emphasis on community involvement and giving back.
- Frequent athletic and wellness events.
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
- We are uncommonly and perpetually independent.
Investment Analyst
- Assist in managing Lockton’s proprietary investment analytics tool, while making continual improvements including Target Date, Multi-Alternative, and Stable Value.
- Develop portfolio commentary for top investment exposures and recommended portfolios, including stable value products.
- Take ownership of Lockton Research Network commentary process and review other analysts work.
- Research and recommend investment portfolios for inclusion in client accounts.
- Take lead responsibility on assigned asset classes, and support other analysts with other asset classes.
- Maintain a solid knowledge of all major fund families, plan provider separate accounts and unique investment products/ programs.
- Research and contribute to Lockton’s economic/ market commentary.
- Assist in the development of custom asset allocation and model portfolio strategies.
- Provide periodic reports to service teams assessing results of a risk analysis.
- Develop and maintain thorough knowledge of the financial market and economy impacting retirement programs, including both defined benefit and defined contribution plans.
- Create materials for Lockton’s national Investment Committee and overall investment due diligence program.
- Lead client specific projects and present results at client meetings.
- Travel as necessary to Lockton, client, or investment managers’ offices.
- Bachelor’s degree in business related program or equivalent education and/or work experience.
- 3 or more years of investment experience preferred.
- CFA or progress towards CFA designation a plus.
- Strongly prefer experience performing similar role at a fund family, plan provider, or consulting environment.
- Proficiency in the use of Microsoft Excel, PowerPoint, and Word required. Strong technical excel skills including VBA knowledge a plus.
- Strong working knowledge of the financial markets and economy required.
- Ability/willingness to interact with fund managers, plan providers, and other vendors on a professional level to address issues that produce optimum results in a timely manner.
- Must have the ability to design, author, or create written materials that support investment services efforts.
- Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed.
- Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
- Ability to clearly and concisely communicate complex investment topics to a non-expert audience.
- Stable Value knowledge a plus.
- Ability and willingness to travel as necessary to visit Lockton offices.
Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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