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Senior Analyst - Retirement Programs


Orange, CT, US



As an integral member of the Retirement Team, the Senior Investment Analyst will be responsible for overseeing over $3B in qualified and non-qualified retirement plan assets. Responsibilities includes monitoring and selecting investment managers, performance reporting and risk analysis, market research, identification of new investment opportunities, contract review, and special projects.


MAJOR ROLES AND RESPONSIBILITIES (scope of work, list of tasks/responsibilities, describe primary relationships/works with):

  • Assist in developing investment strategy, monitoring investment performance, coordinating with external investment consultants and fund managers, and complying with investment policy guidelines
  • Make recommendations on contribution strategy and de-risking opportunities
  • Meet with investment managers quarterly and prepare summary memo for internal distribution
  • Evaluate and review potential new investment managers
  • Identify investment trends and stay abreast of worldwide macro-economic events
  • Manage vendor relationships (investment managers, consultants)
  • Responsible for year end investment related requests for finance, audit, and internal control (FAS 157 reconciliation, Level 1 and 2 asset sampling, disclosure footnote, etc...)
  • Review all internal and external performance reports and reconciliations
  • Support the fiduciary committee in the execution of their fiduciary duties
  • Provide assistance with investment related interrogatories from regulatory authorities
  • Participate in ad hoc projects, as needed


Skills and Requirements

Experience and Skills Desired:

  • Bachelor’s degree in finance, accounting, or related field, plus at least 7 years’ related experience
  • MBA or other postgraduate related degree
  • Demonstrated ability preparing detailed reconciliations and complicated financial analysis
  • Experience conducting investment due diligence on investment managers and analyzing/attributing investment manager performance
  • Experience working in a global organization
  • Intermediate to Proficient Microsoft Excel skills
  • Strategic, creative thinker focused on process improvement and harmonization
  • Ability to establish effective working relationships with internal resources, external vendors, and stakeholders
  • Strong communication skills, both written and verbal
  • Ability to succeed in a team environment
  • Understanding of processes, procedures, and internal controls
  • Excellent analytical and problem solving skills
  • Exceptional attention to detail
  • Ability to organize, set priorities, work independently, and complete multiple projects within established deadlines
  • Confidentiality in handling sensitive financial information



AVANGRID’s employment practices and policies are geared to hiring a diverse workforce and sustaining an inclusive culture. At AVANGRID we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law. Learn more about equal employment by following this link

If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our Human Resources department at 203-499-2777 or

Nearest Major Market: New Haven
Nearest Secondary Market: Hartford

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