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Senior Investment Analyst

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<strong>Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.</strong> <br><br>Nearly half of all working Americans are not saving enough for their future. Too often it's because they are employed by a company that doesn't offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.<br><br>We're a high-growth tech company changing the retirement industry. We've raised more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, this includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.<br><br><strong>About the role</strong><br><br>We are seeking a highly skilled and experienced Senior Investment Analyst to join our team at Human Interest Advisors, a leading provider of retirement planning and advisory services. The optimal candidate will have prior experience working with defined contribution plan clients and must be very familiar with automated advice platforms (sometimes referred to as "robo-advising" platforms). This role offers an exciting opportunity for a driven individual to make a significant impact by analyzing market trends, investment opportunities, and portfolio performance to support our clients' financial goals. The position will support HIA's Investment Director in managing all aspects of HIA's investment due diligence and advice, including research and oversight of investment options and HIA model portfolios, and will play an integral role in HIA's investment committee.<br><br><strong>What you get to do every </strong><strong>day</strong><br><ul><li>Oversee and monitor the selection and performance of plan and participant investment options</li><li>Analyze and recommend changes to fund lineups or investment options, as necessary</li><li>Notify plan sponsors of changes to investment options</li><li>Facilitate and oversee the provision of automated investment advice to plan participants</li><li>Direct all fund transactions</li><li>Support HIA's Investment Committee and participate in quarterly meetings</li><li>Oversee advisory trading activities including rebalancing and mutual fund valuation policies and procedures</li><li>Review HIA's plan investment policy statement at least annually and update as necessary</li><li>Assist in addressing Plan and Participant investment-related inquiries</li><li>Interface closely with HIA compliance personnel to ensure fiduciary standards and advisory obligations are being met</li><li>Monitor changes in SEC and DOL rules and regulations that may affect plans and participants</li></ul><br><strong>What you bring to the role</strong><br><ul><li>A degree in finance, accounting or a relevant field</li><li>A minimum of 8-10 years related experience</li><li>Series 7 and 63 licenses</li><li>CFA designation highly preferred</li><li>General knowledge of ERISA and regulatory requirements of defined contribution plans</li><li>Demonstrated experience with compliance and regulatory matters under the Investment Advisers Act of 1940 and Investment Company Act of 1940</li><li>Strategic thinker and proficient in decision-making</li><li>Ability to communicate effectively and in a professional manner</li><li>Ability to prioritize and manage business expectations in a high volume environment</li><li>Strong organizational, time management, and interpersonal skills</li><li>Demonstrated ability to perform and thrive in a rapidly changing, fast-paced environment</li><li>Flexibility and creativity, with the initiative to work through multiple solutions to issues and proactively and reliably drive projects forward</li><li>Able to excel both independently and in a team environment</li></ul><br><br><strong>Why you will love working at Human Interest</strong><br><br><strong>Mission</strong> - Highly collaborative startup dedicated to supporting employee engagement and growth. It's an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.<br><br><strong>Culture </strong>-Our operating principles define how we come together as a team to do our work. They reflect Human Interest's unique view on what's important and what's right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. <br><ul><li>Customer obsession</li><li>Long-term orientation</li><li>Autonomous and accountable teams</li><li>An escalating bar for talent and performance </li><li>Fundamental optimism </li></ul><br><strong>Compensation</strong> - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $100,000- $120,000and represents the minimum in our lowest geographic region to a maximumin our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.<br><br><strong>Benefits</strong> - <br><ul><li>A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees</li><li>Top-of-the-line health plans, as well as dental and vision insurance</li><li>Generous PTO and parental leave policies</li><li>Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness</li><li>Lyra - Enhanced Mental Health Support for Employees and dependents </li><li>Carrot - Fertility healthcare and family forming benefits</li><li>Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt</li><li>Monthly work-from-home stipend; quarterly lifestyle stipend</li><li>Employee Resource Groups including Veterans, Lift Ev'ry Voice, Pride, LatinX, Families, and Women in Tech</li><li>Fun online and regional events and celebrations and department and company offsites</li><li>The vast majority of our positions can be 100% remote</li></ul><br><strong>We're a great place to work</strong> (but don't take our word for it) <br><br>Here's a list of our awards and accolades:<br><ul><li>Certified as a Great Place To Work® (2023-2025)</li><li>Fortune Best Place to Work in the Bay Area (2024)</li><li>Best Places to Work by Built In (2023-2024)</li><li>America's Best Startup Employers by Forbes (2020-2022, 2024) </li><li>A Top Company by Y Combinator (2020-2023)</li><li>Inc. Fastest Growing Companies (2021)</li></ul><br><br>Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.<br><br>We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.<br><br>Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. <br><br>Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with <strong>CCPA</strong>guidelines. <br><br>See more: https://humaninterest.com/disclosures

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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