Top 3 Entry level investment analyst Jobs in Columbus

Benefit Administration Analyst
USI Holdings Corporation —Columbus, OH
- $45,000 - $50,000 a year
- Finance
- Math
- Bachelor's degree
- Wellness program
- Health savings account
Senior Analyst, Financial Planning and Management, Deloitte Global Finance
Deloitte —Columbus, OH
- Research
- Mid-level
- Office
Staff Accountant & Financial Analyst
Access Marketing Company —United States
- $75,000 - $88,000 a year
- Full-time
- CPA
- Mid-level
- SQL
- Profit sharing
- Health savings account
2d

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Senior Analyst, Financial Planning and Management, Deloitte Global Finance
Deloitte —Columbus, OH
Directing financial accounting and reporting, financial planning and analysis, budgeting and forecasting, along with expense control, with a focus on adding…
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Deloitte —Columbus, OH
Identify issues, diagnose root causes, and develop recommendations for financial performance and process improvements and implementation plans.

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Financial Analyst
Honda —Marysville, OH
This is an entry level role that is supervised and does not have significant discretion in autonomous decision making. 0-5 hours OT weekly.
$56,800 - $85,200 a year
3d
Benefit Administration Analyst
USI Holdings Corporation —Columbus, OH
From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration…
$45,000 - $50,000 a year

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entry level investment analyst jobs near columbus

Benefit Administration Analyst

USI Holdings Corporation -
Columbus, OH

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Job Details

$45,000 - $50,000 a year

Benefits

Wellness program
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Family leave
Vision insurance
Life insurance

Qualifications

Customer communication

Full Job Description

General Description: Entry-level role in the Benefit Administration team. Responsible for providing administration and analytical support to senior team members. Gain understanding of the design, operations, and regulations governing defined benefit plans.

Responsibilities:

Process and manage pension requests. Includes first calculation/paperwork for active plans, data inquiries, and updates.
Reconcile participant data changes and year end reporting.
Work directly with clients and respond to participant questions.
Analyze calculation breakpoints. Includes identification and testing.
Create or run participant data reports. Analyze and manipulate data files.
Review and approve payments to participants.
Meet the company’s CRM case efficiency and accuracy metrics.
Participate in an out-of-scope project. Includes Plan Termination, TV Buyout, and new client implementation.
Conduct work with a high level of quality and efficiency.

Knowledge, Skills and Abilities:

Bachelor’s degree in mathematics, business, finance, or related field preferred.
Basic knowledge of pension plans.
Strong time management and organizational skills.
Ability to analyze and understand large data sets.
Excellent communication skills.
Strong problem solving and systematic thinking skills. Includes ability to breakdown calculations specific to client plans.
Proficient in Microsoft Office products, including Excel.
Ability to work well in a team environment and independently.

Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Annual salary range is $45,000 - $50,000, plus potential compensation incentives

Apply Now

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entry level investment analyst jobs in columbus

Benefit Administration Analyst

Senior Analyst, Financial Planning and Management, Deloitte Global Finance

Staff Accountant & Financial Analyst

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