Investment Analyst - Overland Park, KS.

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity:

Summary:

The Investment Analyst plays a key role within OneDigital's Financial Services division by supporting research, asset allocation, and implementation of investment strategies across both institutional and wealth client segments. This role contributes to portfolio construction, investment due diligence, and market research. It also helps ensure alignment between the home office investment platform and the needs of the field, ultimately enhancing the scalability and consistency of investment solutions.

Essential Duties and Responsibilities:

• Conduct investment research and portfolio design for institutional clients, including foundations, endowments, defined benefit plans, and cash balance plans.
• Perform due diligence on public and private market strategies, including alternative investments, structured products, and options-based solutions.
• Produce attribution and performance analytics for multi-asset portfolios.
• Partner with field-facing investment professionals to ensure alignment between platform design and client-facing execution.
• Coordinate across internal teams to support the client delivery of investment solutions, proposals, and insights.
• Contribute to market and economic commentary and other investment communications provided to advisors and clients.
• Support the enhancement and application of asset allocation frameworks across a range of client types and service models.

Qualifications, Skills and Requirements:

• Strong understanding of multiple asset classes, including equities, fixed income, real estate, and alternatives.
• Proficiency with investment software platforms such as Morningstar Direct, FactSet, Bloomberg, or comparable tools.
• Excellent communication skills, both written and verbal, with the ability to translate complex information for varied audiences.
• Exceptional attention to detail and a commitment to accuracy in reporting and analysis.
• Organizational and project coordination skills, with the ability to manage multiple priorities in a fast-paced environment.
• Demonstrated client-centric approach and high ethical standards.
• This role may require up to 10% travel for internal meetings, conferences, or client-facing engagements.
• This position is based in Overland Park, Kansas.

Education, Training and Experience:

• Bachelor's degree in Finance, Economics, Accounting, or a related field required.
• Minimum of 3 years of experience in asset management, wealth management, or institutional investment consulting.
• CFA designation or active candidacy strongly preferred.
• Experience supporting retirement-focused strategies (e.g., target date funds, 401(k) plans) and wealth portfolios is a plus.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!