Top 2933 Plan review Jobs in Oceanside, Ca

Investment Analyst - Retirement Plans
Seapoint Wealth —Del Mar, CA
- $81,265.59 - $120,000.00 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
Behavioral Technician
Cortica - Neurodevelopmental —Carlsbad, CA
- $20.57 - $27.60 an hour
- Part-time
- Background check
- Master's degree
- High school diploma or GED
- Paid training
- Mileage reimbursement
Quick Apply
12d
Project Coordinator
Standard Construction —Carlsbad, CA
- $70,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Assistant Building Official
City of Oceanside —Oceanside, CA
- $49.32 - $66.08 an hour
- Full-time
- Construction site
- 5 years
- Bachelor of Science
10d
Technical Writer- Manufacturing Engineering
ASML —San Diego, CA
- $70,875 - $118,125 a year
- Full-time
- English
- Mid-level
- Travel
- Paid holidays
- Dental insurance
Collector (Onsite)
Frontwave Credit Union —Oceanside, CA
- $24.46 - $36.69 an hour
- Full-time
- Office
- High school diploma or GED
- Contracts
- Paid holidays
- Health insurance
8d
Inventory Auditor
Costco Wholesale Corporation —Carlsbad, CA
- Entry level
- AD&D insurance
- Employee stock purchase plan
Pharmacy Technician Non-Certified
Costco Wholesale Corporation —Vista, CA
- Merchandising
- Entry level
- AD&D insurance
- Employee stock purchase plan
Pharmacy Service Clerk
Costco Wholesale Corporation —Carlsbad, CA
- Merchandising
- Entry level
- AD&D insurance
- Employee stock purchase plan
RTV Clerk
Costco Wholesale Corporation —Carlsbad, CA
- Entry level
- AD&D insurance
- Employee stock purchase plan
Member Service Assistant
Costco Wholesale Corporation —Carlsbad, CA
- Entry level
- AD&D insurance
- Employee stock purchase plan
Receiving Clerk
Costco Wholesale Corporation —Carlsbad, CA
- Entry level
- AD&D insurance
- Employee stock purchase plan
Pharmacy Stocker
Costco Wholesale Corporation —Carlsbad, CA
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Membership Clerk
Costco Wholesale Corporation —Carlsbad, CA
- Entry level
- AD&D insurance
- Employee stock purchase plan
Loss Prevention Clerk
Costco Wholesale Corporation —Carlsbad, CA
- Entry level
- AD&D insurance
- Employee stock purchase plan
Stocker
Costco Wholesale Corporation —Carlsbad, CA
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Library Assistant - 32HR
City of Oceanside, CA —Oceanside, CA
- $23.27 - $31.09 an hour
- Part-time
- Spanish
- Writing skills
- Pass drug screening
- Loan repayment program
- Disability insurance
2d
Cashier (Front End)
Costco Wholesale Corporation —Vista, CA
- Entry level
- AD&D insurance
- Employee stock purchase plan
Registered Dental Hygienist-Per Diem
Neighborhood Healthcare —Escondido, CA
- $50.10 - $75.09 an hour
- Part-time
- Spanish
- Dental office
- BLS Certification
- Health insurance
- Dental insurance
Quick Apply
Tax Manager
Wealth Compass Financial —Escondido, CA
- $130,000 - $150,000 a year
- Full-time
- Management
- CPA
- 5 years
- Continuing education credits
- Paid holidays
Quick Apply
6d

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plan review jobs near oceanside, ca

Investment Analyst - Retirement Plans

Seapoint Wealth
Del Mar, CA

Quick Apply

Job Details

Full-time
$81,265.59 - $120,000.00 a year

Benefits

Dental insurance
401(k)
Flexible schedule
Retirement plan

Qualifications

Statistics
Microsoft Excel
Trading
Qualitative research
Statistical analysis

Full Job Description

Investment Analyst – Retirement Plans

This position supports a Financial Advisor/Retirement Plan Consultant team by performing investment due diligence and reporting in support of our retirement plan sponsor clients.

This role is ideal for professionals experienced in institutional manager research, financial due diligence, multi-asset portfolio design, trading models and qualified retirement plan oversight.

In this role, you will:

Support the team in all aspects of its responsibilities including but not limited to oversight of investment managers, adherence to applicable laws and regulations, and evaluation of retirement plan design.
Perform initial due diligence and ongoing monitoring of third-party investment managers (mutual funds, ETF's, CITs, etc.) consistent with established procedures using both quantitative and qualitative criteria.
Play a key role in evaluating new investment managers and ensuring process quality and integrity.
Attend and document structured ongoing investment manager reviews presented by the Retirement Plan Consultant to corporate and government clients using both qualitative and quantitative criteria.
Contribute to the implementation of investment manager changes, including coordination with internal and external partners.
Support the monitoring of Plans for adherence to guidelines, including rebalancing and liquidity raising activities as needed.
Evaluate the design and monitor the effectiveness of multi-asset portfolios.
Be a key contributor in developing, enhancing, and delivering materials for scheduled reporting and ad hoc projects to be reviewed with the Plans investment fiduciaries.

Required Qualifications:

3+ years of Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education

Desired Qualifications:

High attention to detail and accuracy.
Experience performing qualitative and quantitative analysis, including statistical andperformance analytics on investments.
Some understanding of qualified retirement plans, primarily defined contribution plans
Demonstrated experience with asset allocation and portfolio construction within a multi-asset framework. Ability to create and rebalance portfolio models.
Project management experience and proven ability to meet deadlines and objectives.
Experience with Morningstar and Microsoft Office suite, including PowerPoint and Excel is preferred
Some knowledge and experience with one or more of the following investment evaluation tools: FI360, Plan Tools, RPAG, or Zephyr Style Advisor

Work Location:

Del Mar, CA

Pay: $81,265.59 - $120,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

plan review jobs in oceanside, ca

Investment Analyst - Retirement Plans

Behavioral Technician

Project Coordinator

Assistant Building Official

Technical Writer- Manufacturing Engineering

Collector (Onsite)

Inventory Auditor

Pharmacy Technician Non-Certified

Pharmacy Service Clerk

RTV Clerk

Member Service Assistant

Receiving Clerk

Pharmacy Stocker

Membership Clerk

Loss Prevention Clerk

Stocker

Library Assistant - 32HR

Cashier (Front End)

Registered Dental Hygienist-Per Diem

Tax Manager

I want to receive the latest job alert for plan review in oceanside, ca

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