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Investment Analyst, Retirement Plan Consulting
in Detroit MI
LoVasco provides business advisory services for mid-sized employers in
the following areas: Executive Benefits, Institutional Investment / Retirement Plan Consulting, and Employee Benefits. We are an energetic, rapidly growing company who values our commitment to taking care of people. Located in downtown Detroit, LoVasco
hires dedicated professionals who deliver the highest degree of expertise and service to our clients.
LoVasco offers competitive compensation, exceptional benefits, continuing education & training, and tremendous potential with a growing
About the Retirement Team
Organizations retain us to oversee their workplace savings programs, including 401(k), 403(b), Pension and Non-Qualified Deferred Compensation plans. We support our plan sponsor
clients by providing fiduciary oversight, strategic plan design, and innovative investment consulting solutions.
Investment Performance & Plan Reporting
Coordinate and produce quarterly
investment performance reports utilizing Morningstar Direct, Microsoft Excel/PowerPoint and other internal proprietary systems.
Coordinate and produce executive summaries of key plan statistics.
Ongoing project based work to improve
Investment Research & Fund Analysis
Assist in conducting investment manager searches, and generating fund analysis reports.
Participate in investment manager due diligence process.
database of investment managers.
Assist with day-to-day service matters and concerns with clients. Take the lead on follow up items from client meetings.
Take calls and/or email inquiries from 401(k)
plan participants and plan sponsors regarding participant eligibility, enrollment, distribution/loan requests, and investment guidance.
Assist with maintaining client fiduciary file and participate in fiduciary audit process.
Take the lead on fulfillment of client meeting materials (drafting presentations, printing and binding).
Assist in request for proposal (RFP) process, coordinating requests to vendors and organizing responses
to present to clients.
Top Qualities of our Ideal Candidate
Exceptional technical/analytical skills utilizing Microsoft Excel, PowerPoint and Word.
Ability to communicate clearly, both written and
Friendly, approachable, strong work ethic. Puts clients first. Rejects complacency. Thrives in a disciplined environment.
Demonstrated ability to manage multiple projects and prioritize.
Comfortable taking the lead on
client engagements as experience dictates.
Professional Qualifications Desired, But Not Required
Bachelor’s degree in business, human resources, finance, economics, mathematics or related field.
Minimum of 2-5 years related experience.
FINRA Series 7, 66, (or the willingness to obtain these licenses in 90 days of employment).
Working knowledge of ERISA compliance, retirement plan design, and
Aspirational Qualifications (Areas we’d hope you have future interest)
Investment Expertise: Progress towards or completion of CFA, CAIA or CIMA designations
Qualified Plan Expertise:
Progress towards or completion of QPA, QKA and/or CPFA designations.
Technical Expertise: Advanced technical skills in Microsoft Excel including use of VBA and Macro’s. General knowledge of programing languages such as (Python,