Primerica Careers Near Me – Retail Investments Analyst

Website Primerica

Job Description:

The Retail Investments Analyst function reviews, interprets, and analyzes current and future mutual fund and annuity sub-account product offerings (aka “offerings”), as well as the product providers, as described below. The analyst ensures that evaluation, analysis and reporting provided are accurate, relevant, and high-quality.

Job Responsibilities:

  • Performs product research, gathering all necessary data and material, and makes recommendations to the Retail Brokerage Investments
  • Committee as to whether a fund meets PFS Investments standards.
  • Gathers research on providers (financial strength ratings, experience, current events and trends, etc.) Interfaces through various tools (e.g. Morningstar Direct)
  • Send the Pre-approval and fund set-up forms to the partners to complete.
  • Performs product provider research and analysis, as needed
  • Provides this information in a well-articulated manner to the Retail Brokerage Investments Committee for review
  • Receives requests from fund companies and the field to add new fund offerings.
  • Provides this analysis and recommendations to the AVP of Mutual Fund Marketing for communication to our Brokerage Investment Committee, PFSI Operations, and product providers.
  • Occasional travel to industry analyst meeting
  • Receives communication from the fund companies relating to upcoming mergers, closings and name changes to Operations with proper forms and documentation.
  • Sends the fund set-up form to Ops to add to the broker dealer systems and approved funds lists upon Legal approval.
  • Sends the completed forms and ancillary material (fact sheets, prospectuses, etc.) to Legal to review

Job Requirements:

  • Morningstar Direct (mutual fund analysis tool) skills a plus, as this will be a primary tool used in the Analyst function
  • Strong Microsoft Office Excel skills required
  • Ability to work independently and set priorities
  • Series 6 and 26 licenses required
  • Knowledge of Primerica sales force, corporate structure, systems and products a plus
  • Strong organizational skills including the ability to manage multiple tasks and projects simultaneously and meet deadlines
  • Strong research, internet search, and analytical skills
  • Strong verbal and written communication skills
  • Strong report writing and presentation skills
  • Strong Microsoft Office PowerPoint skills required
  • Strong decision-making skills
  • Ability to recognize legal and regulatory issues that could pose risk to the Company
  • Must be able to effectively communicate up and downstream with all levels or internal and external management and the field
  • Experienced computer skills
  • Bachelor’s Degree or equivalent work experience in a Financial Services

Job Details:

Company: Primerica

Vacancy Type: Full Time

Job Location: Duluth, GA, US

Application Deadline: N/A

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