27 days old

Open Funds Analyst

Louisville, KY 40202

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.


Responsible for developing materials for investment options to Plan-level clients allowing them to make changes to their investment selections on a bi-monthly/monthly basis. Duties include: presenting options and procedures to clients; underwriting investment options for multiple offerings (IPS, NONIPS, ML Share Class Conversions, ML Mesirow, ML SBP, Mesirow, IPS Zero, Access, Sun America, Morgan Stanley and Goldman Sachs; providing front-line information to the Financial Advisors who in turn will present to the clients; and, accurately analyze and respond to clients, Financial Analysts, Brokers, auditors, and legal counsel.

Responsible for partnering with Product Management, Legal and Information Technology to gather and validate requirements needed for new product offerings, enhancements and DOL regulation. This includes UAT testing, documenting procedures and reporting.

Responsible for training, coordinating and task management with India RKSPOT to drive efficiency, SLA requirements and troubleshoot all related OFA items


  • Speaking with clients regarding their OFA options.
  • Generating & sending OFA pkg (underwriting) to client for later discussion.
  • India RKSPOT management.
  • Leading and/or supporting OFA projects/initiatives. 
  • Authors and maintain procedures used for training.


  • 1-3 years of experience.

Preference will be given to candidates who have the following:
  • NASD Series 6 (or 7) preferred.
  • Bachelor's degree in Business or Finance or equivalent work experience.
  • At least 2 years in the Defined Contribution field with emphasis on overall plan regulations and investments. At least 2 years as a CSR.
  • Demonstrated ability to perform multiple tasks and work in a stressful fast-paced environment and demonstrated ability to work under minimal supervision.
  • Must have excellent oral & written communication skills.
  • Must have a high degree of accuracy.
  • This is an hourly/non-exempt position, so the ability to work overtime as needed will be expected.
Please check your email for an invitation to schedule a phone screening if you are selected for further consideration.
(Please ensure your email is set to accept emails from ADP or check your Spam folders for emails from ADP - Career Opportunities)

Explore our COVID-19 page https://jobs.adp.com/covid19/ to understand how ADP is approaching safety, travel, the hiring interview process, and more.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADPs culture and our full set of values.



  • Other
Posted: 2021-04-09 Expires: 2021-06-05
Sponsored by:
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Open Funds Analyst

Louisville, KY 40202

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