Investment Analyst & Operations

Ripple Companies•Vancouver, WA

4d•$32 - $36•Onsite

About The Position

We are seeking a full-time, onsite Investment Analyst & Operations professional to join our team. In this role, you will support the firm’s investment operations and portfolio management functions through trade execution, investment research, portfolio analysis, performance reporting, and account administration activities. You will assist with portfolio implementation and rebalancing, monitor investment performance, prepare investment and client reports, and maintain accurate investment and account records. You will support client account operations, including cashiering activities, account maintenance, and report preparation, while helping ensure efficient and accurate workflows across the organization. You will also contribute to process improvement initiatives, support investment committee and client meeting preparation, and help deliver a high-quality client experience. This role is ideal for a detail-oriented, analytical professional who thrives in a collaborative environment and is passionate about investment management, operational excellence, and delivering exceptional service to clients.

Requirements

Bachelor’s degree in Finance, Economics, or a related field.
Minimum of 2 years of financial services experience, including trading responsibilities and demonstrated proficiency with model portfolios and trading in Eclipse.
At least 2 years of trading experience, with a minimum of 6 months performed independently without supervision.
Successful completion of the SIE, Series 7, and Series 66 examinations (or within 6 months of hire date).
Proficiency with investment research tools (Eclipse Morningstar, YCharts) and portfolio management systems.
Advanced skills in Excel or similar analytical tools to manipulate data, build models, and automate analysis.
Foundational understanding of financial markets, investment instruments, and portfolio construction principles.
Commitment to developing knowledge of risk management practices, compliance standards, and fiduciary responsibilities.
Ongoing engagement with a broad range of asset classes and their roles within diversified portfolios.
Demonstrated initiative in pursuing independent research projects and contributing meaningful insights to the investment team.
Exceptional communication skills, with a strong emphasis on both oral and written interactions when engaging with clients and team members.

Nice To Haves

Ability to conduct investment analysis and prepare supporting materials with limited supervision.
Ability to maintain strict confidentiality regarding client data and company information.
Ability to evaluate and interpret data to identify trends, inform decisions, and generate meaningful insights.
Effectively balance deadlines and responsibilities, staying responsive and delivering reliable results.
Proactively identify and implement process improvements; taking initiative to refine systems and workflows.

Responsibilities

Support the firm’s investment operations and portfolio management functions through trade execution, investment research, portfolio analysis, performance reporting, and account administration activities.
Assist with portfolio implementation and rebalancing.
Monitor investment performance.
Prepare investment and client reports.
Maintain accurate investment and account records.
Support client account operations, including cashiering activities, account maintenance, and report preparation.
Help ensure efficient and accurate workflows across the organization.
Contribute to process improvement initiatives.
Support investment committee and client meeting preparation.
Help deliver a high-quality client experience.
Conduct investment analysis and prepare supporting materials with limited supervision.
Maintain strict confidentiality regarding client data and company information.
Evaluate and interpret data to identify trends, inform decisions, and generate meaningful insights.
Effectively balance deadlines and responsibilities, staying responsive and delivering reliable results.
Proactively identify and implement process improvements; taking initiative to refine systems and workflows.