An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
Analyst Bolton Partners Inc Towson, MD Job Details Full-time $55,000 - $65,000 a year 9 hours ago Benefits Paid holidays Disability insurance Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Gym membership Life insurance Qualifications Data quality checks Spreadsheets Bachelor's degree Document quality checks Productivity software Excel data analysis
Full Job Description Description:
Job Title:
Analyst Employment Type:
Full-time, Exempt Department:
Investment Consulting Group (ICG)
Location:
Towson, MD
ABOUT BOLTON & OUR INVESTMENT TEAM
Bolton is a full-service HR & Benefits Consulting firm with four decades of experience helping organizations make confident workforce decisions. Bolton's Investment practice specifically provides independent investment consulting and advisory services to corporate, public sector, and multi-employer retirement plans. The team supports clients in strengthening plan governance and improving long-term financial outcomes.
ABOUT THE ROLE
The Analyst supports Bolton's Investment Consulting Group (ICG) by preparing and reviewing performance reports for defined contribution and defined benefit plans and assisting with plan reviews, provider searches, and fee benchmarking studies. Partnering with consultants, plan sponsors, recordkeepers, custodians, and third-party administrators, the Analyst delivers accurate, high-quality work that protects client interests and strengthens relationships. The role also builds investment research skills, supporting the CIO and senior investment staff with data gathering and analysis for manager research and due diligence—an ideal opportunity for a detail-oriented self-starter looking to grow within a collaborative, quality-focused team.
WHAT YOU'LL DO
Prepare and review performance reports for defined contribution and defined benefit plans Support plan reviews, fee benchmarking studies, and provider RFPs—including data collection, analysis, and documentation Maintain fiduciary and governance documentation and perform detailed document reviews to identify potential client risks Assist the CIO and senior investment staff with data gathering and analysis for investment manager research and due diligence Serve as a liaison for clients with custodians, recordkeepers, and third-party administrators Prepare rebalancing recommendations, direction letters, and meeting minutes for client and internal investment committees
Requirements:
WHAT WE'RE LOOKING FOR
Required Qualifications Bachelor's degree, preferably in Finance, Economics, or a related field 0-3 years of investment-related experience (Defined Contribution plan experience preferred) Advanced Microsoft Excel (formulas, pivot tables, data analysis) and PowerPoint, with proficiency across the broader Microsoft Office Suite Ability to compile, analyze, and quality-check data for accuracy in reports and deliverables Preferred Qualifications Knowledge of IRS and DOL rules governing retirement plans Familiarity with plan reviews, fee benchmarking studies, and provider RFP processes Understanding of financial markets and investment consulting principles Progress toward the CFA charter (e.g., completion of Level I) Travel Requirements Estimated travel: Minimal May include local day travel and occasional conferences or training events
WHY JOIN BOLTON
Collaborative, team-oriented culture Opportunity to work alongside experienced consultants and industry leaders Exposure to meaningful, client-driven work Ongoing learning and professional development opportunities
COMPENSATION & BENEFITS
Salary Range:
$55,000 - $65,000 (Actual compensation will depend on experience, qualifications, and location.)
Benefits Overview:
Medical, dental, and vision coverage Employer-paid disability and life insurance 401(k) Plan with match after 6-months of employment Paid time off and holidays Hybrid telework arrangements Monthly fitness stipend Equal Opportunity Employer Bolton is an equal opportunity employer and is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status. Reasonable Accommodations Bolton is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and employment process. If you require an accommodation, please contact Human Resources.
