Investment Analyst

Ripple Companies • Vancouver, WA

33d

About The Position

We are seeking a full-time Investment Analyst to join our team. In this role you will execute trades in accordance with portfolio strategies and compliance requirements, , assist with portfolio rebalancing, maintain accurate documentation, prepare investment and performance reports and monitor markets, . You will work closely with the Portfolio Manager to accurately trade portfolios, , and client presentation materials, while tracking portfolio performance against benchmarks and identifying key drivers and variances. You will also collaborate on initiatives to enhance trading systems, streamline workflows, improve operational efficiency and support investment committee and planner meetings.
This role is ideal for a detail-oriented, analytical professional who thrives in a collaborative environment and is passionate about supporting the operational aspects of investment management, investment research, and supporting data-driven decision-making.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field.
• Minimum of 2 years of Client Service 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.
• Enrolled in the Chartered Financial Analyst (CFA) with Level I completed. With intent to complete your CFA designation.
• Successful completion of the SIE, Series 7, and Series 66 examinations (or within 3 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.
• Ability to conduct investment analysis and prepare supporting materials with limited supervision.
• 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.
• Strong, proven background supporting Financial Planners in a client-facing role.
• 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.
• Exceptional communication skills, with a strong emphasis on both oral and written interactions when engaging with clients and team members.

Responsibilities

• execute trades in accordance with portfolio strategies and compliance requirements
• assist with portfolio rebalancing
• maintain accurate documentation
• prepare investment and performance reports
• monitor markets
• track portfolio performance against benchmarks and identifying key drivers and variances
• collaborate on initiatives to enhance trading systems, streamline workflows, improve operational efficiency and support investment committee and planner meetings

Benefits

• 14 days of PTO in first year, plus 10 paid holidays (including floating holidays)
• Medical, Dental, & Vision 100% paid for eligible team members (team members pay for qualifying dependents)
• Life/AD&D Insurance
• 401(k) Retirement Plan with up to 4% company match
• Team members may receive performance bonuses and profit share.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees