Personal Capital

  • Denver, CO, USA
Personal Capital Denver, CO, USA
Sep 02, 2021
The Role: The Investment Analyst will support the Investment Committee to promote the best financial outcomes for clients and Defined Contribution plan participants. Personal Capital offers the leading Personal Financial Management software, used by over 2 million people and directly manages over $10B as an RIA. We also have a partnership with a major Defined Contribution Administrator offering an innovative solution to large companies providing personalized glide paths within 401k plans. This role will focus largely on the DC partnership, but also contribute to the core business. Specific duties include: Be the hands on leader in calibrating, and testing our proprietary glide path selection engine Be the primary source of contact for our DC Administration partner regarding detailed quantitative questions on methodology related to investment algorithm and approach Work with partner to provide research to support product and marketing sales campaigns to Fortune 500 companies,...
Personal Capital Denver, CO, USA
Sep 02, 2021
The Role: The Investment Analyst will support the Investment Committee to promote the best financial outcomes for clients and Defined Contribution plan participants. Personal Capital offers the leading Personal Financial Management software, used by over 2 million people and directly manages over $10B as an RIA. We also have a partnership with a major Defined Contribution Administrator offering an innovative solution to large companies providing personalized glide paths within 401k plans. This role will focus largely on the DC partnership, but also contribute to the core business. Specific duties include: Be the hands on leader in calibrating, and testing our proprietary glide path selection engine Be the primary source of contact for our DC Administration partner regarding detailed quantitative questions on methodology related to investment algorithm and approach Work with partner to provide research to support product and marketing sales campaigns to Fortune 500 companies,...