Investment Analyst

RVK•Portland, OR

10h•Onsite

About The Position

RVK is seeking intellectually curious and pragmatically innovative candidates with a “can do” attitude to fill our Investment Analyst position. Candidates must be prepared to work in an extraordinarily collegial team-oriented environment and consulting model. The Investment Analyst provides critical support to RVK’s consulting team. The Investment Analyst is responsible for preparing monthly and quarterly investment performance reports in accordance with RVK’s standards as well as responding to ad hoc internal and external client requests.

Requirements

Bachelor’s degree in finance, economics, and/or a related field
Excellent written and oral communication skills with strong attention to detail

Nice To Haves

Strong internal and external communication and interpersonal skills with proven ability to build and maintain relationships with internal and external clients
Proficiency in the Microsoft Suite (Excel, Word, Outlook, PowerPoint)
Basic grasp of financial concepts, terms, and benchmarks
Basic grasp of financial math concepts such as capitalization-weighting, net cash flow, time-weighted rates of return, and geometric compounding
Analytical skills
Ability to manage and manipulate data
Ability to problem-solve independently
Proven initiative to improve processes or create efficiencies
Strong organizational skills and attention to detail
Ability to work independently, within a team environment
Ability to work in a deadline-driven environment and handle multiple tasks simultaneously
Ability to effectively communicate progress and follow through on assigned tasks
Strong internal and external client service and interpersonal skills
Ability to perform a variety of highly responsible, complex, and confidential functions involving the use of independent judgment, problem solving skills, and personal initiative
Ability to analyze situations carefully and adopt effective courses of action
Strong work ethic; able and willing to work more than 40 hours per week when needed (deadlines and/or workload may require 50 to 60-hour weeks and include evening and weekend time)
Self-motivated
Friendly, professional work demeanor
Ability to maintain a positive attitude even under the most stressful situations
Good judgment, flexibility, creativity, and sensitivity in response to changing situations and needs
Entry-level position, therefore, no prior work experience is required, but finance related internships are preferred
Knowledge of the financial services industry helpful, but not required

Responsibilities

Prepare standard and customized investment performance reports, executive summaries, investment policy reviews, fee analyses, fund profile reports, memos, investment manager commentary, investment manager watch list reports, PowerPoint presentations, rebalancing analyses, socially responsible investing analyses, investment manager structure studies, and a variety of special projects at the request of internal or external clients on a daily, monthly, and/or quarterly basis with required levels of timeliness, quality, accuracy, and adherence to RVK and department standards
Communicate with internal and external clients, investment managers, custodian banks, index vendors, and other third-party data providers
Collect, input, analyze, and reconcile data
Calculate, analyze, and interpret numerous financial statistics at the investment manager, composite, index, and peer group level
Review, edit, and proofread materials as requested
Gain the knowledge and time-management skills necessary to peer review deliverables; the peer review is intended to catch errors that may have been inadvertently missed by the investment analyst
With assistance, define key messages and use creativity in presenting ideas, recommendations, and information to internal and external clients
Observe/participate in internal and external client meetings and team projects when requested
Provide timely responses to internal and external client questions/requests and be proactive in supporting their success
Gain proficiency in PARis, IMDM, RADAR, AltInvest, Insignis, Bloomberg and SharePoint
Maintain monthly and quarterly due dates, to do lists, checklists, and procedures
Work in a deadline-driven environment and handle multiple tasks simultaneously; follow through and up on assigned tasks (team, client, and administrative) without needing to be micromanaged
Carry a full workload (15 to 30 low to mid complexity plans); and contribute to team and firm initiatives while consistently producing timely and quality work
Assist colleagues as needed
Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and/or participating in professional organizations
Help achieve RVK business plan goals
Other duties assigned as needed