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Insurance, Financial Services, Brokerage

Analyst

Pasadena, CAOnsiteFull Time$27–$30 /hrPosted 23 days agoVisa sponsorship available

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Required skills

  • data integration
  • reporting
  • analytics
  • client service
  • MS Office
  • Excel
  • PowerPoint
  • analytical skills
  • planning
  • accuracy

Nice to have

  • financial analysis
  • FP&A
  • retirement plans
  • defined benefit plans

Role summary

HUB International is seeking an Analyst to support the retirement planning division of Shuster Advisory Group. This role focuses on data integration and reporting, assisting with retirement plans (401(k), 457(b), etc.), analytics, and client service. Responsibilities include integrating data, preparing reports on plan participation, performance, and costs, and assisting with client presentations. The ideal candidate possesses strong analytical, problem-solving, and organizational skills, with advanced MS Office proficiency, particularly in Excel and PowerPoint. Experience with financial analysis, FP&A, and retirement plans is a plus.

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.


POSITION SUMMARY:


The Analyst is a data integration and reporting specialist that supports the retirement planning division of Shuster Advisory Group. The position works closely with team members to gain fundamental background knowledge on retirement plans, including 401(k), 457(b), 401(a), 403(b) and defined benefit plans as well as experience with reporting, analytics, and client service.


RESPONSIBILITIES:


  • Integrate data from a variety of sources into cohesive and comprehensive presentations and reports.
  • Prepare reports to monitor plan participation, performance, and costs.
  • Assist in preparation of client and prospect presentations.
  • Participate in client meetings/report deliveries.
  • Other ad hoc duties as assigned.

EXPERIENCE & TECHHNICAL REQUIREMENTS:


  • Strong analytical, problem-solving, planning, and organizational skills.
  • Advanced MS Office skills with an emphasis on Excel and PowerPoint.
  • Strong written and verbal communication skills.
  • Ability to handle multiple time-sensitive projects with a high degree of accuracy and attention to detail.
  • Experience with financial analysis and FP&A a plus but not required.
  • Experience with retirement plans (401(k), 457(b), 401(a), 403(b), Defined Benefit Plans, etc.) a plus but not required.

The expected salary range for this position is $26.50 - $30/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

#LI-CD1


What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

  • Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
  • Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
  • A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.


Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.


Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.


E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.


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