Analyst
Summary
Analyst on Bolton's Investment Consulting Group preparing and reviewing performance reports for DC and DB retirement plans, supporting plan reviews, fee benchmarking, and provider RFPs, and assisting senior staff with investment manager research and due diligence.
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