Middlesex, NJ

Post Date: 06/07/2018 Job ID: KEF-3194 Industry: Employee Benefits & Retirement Services Pay Rate: $100,000 - $130,000


  • Investment Manager Due Diligence
  • Produce Research Papers pertaining to investment trends and manager analysis
  • Analyze and select appropriate funds
  • Serve as investment subject matter expert during client and prospect meetings
  • Mentor junior staff members
  • Some travel required (mostly day trips)





  • 5+ years experience with investment management, portfolio construction, asset allocation and/or capital markets
  • Strong INVESTMENT DUE DILIGENCE experience
  • CFA designation (or on track)
  • Strong exposure to Defined Contributions, Defined Benefits, Foundations & Endowments
  • Collaborative team player with great communication skills
  • High ethics and moral values
  • Client-centric



Stable privately-owned firm focused on providing retirement plan and institutional investment consulting services.

Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

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