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Investment Analyst

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1 Vacancy
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Job Location drjobs

Portland - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Details

Portland OR - Portland OR
Finance

Description

Whats Happening at RVK

RVK is an independently owned national firm with headquarters in Portland OR and regional offices in Boise ID Chicago IL and New York NY. We provide unbiased investment consulting services to nearly 200 clients including corporations public retirement systems Taft-Hartley funds nonprofit organizations operating reserve funds high-net-worth individuals and families and other special purpose funds. The heart of RVK is our team-centered approach to client service provided by our experienced team of investment consulting professionals.

We are a growing firm with a broad slate of consulting capabilities and services industry leading reputation for exceptional client focused investment consulting and strict adherence to the highest ethical standards.

We are looking for 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.

Job Description

The Investment Analyst provides critical support to RVKs consulting team. The Investment Analyst is responsible for preparing monthly and quarterly investment performance reports in accordance with RVKs standards as well as responding to ad hoc internal and external client requests.

Duties & Responsibilities

Minimum Qualifications

  • Bachelors degree in finance economics and/or a related field
  • Excellent written and oral communication skills with strong attention to detail

Preferred Qualifications

  • 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

RVK offers a competitive benefits package to full-time regular employees including medical dental vision life 401(k) retirement plan pretax medical flexible-spending dependent care transportation with subsidy after one year of service tuition reimbursement to enhance career development and a generous paid-time-off program. Come join a company that rewards hard work and appreciates its employees!

To learn more about our company please visit us at . If you enjoy working collaboratively with others and consider yourself to be a creative thinker then contact us today! We need professionals to help complement our PMA Department who practice work ethics of the highest levels and possess high standards for their quality of work and approach to client service. For immediate consideration please apply through our company website by clicking on Career Opportunities on the Contacts page. You will need to submit a cover letter and rsum. We request that you submit your materials in a .doc or .pdf file format.

We receive a significant volume of applicants and cannot respond to each applicant individually. We review all applications and will contact only those candidates whose skills experience and qualifications meet our requirements for the position. Please do not contact us regarding the status of your application.

All applications must be through the company website. No direct solicitations will be accepted. RVK supports workforce diversity and is an Equal Employment Opportunity (EEO) Employer. As an EEO employer all qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or national origin including vets and disabilities.

No phone calls faxes or temporary staffing agencies please. We look forward to receiving your application!


Required Experience:

IC

Employment Type

Unclear

Department / Functional Area

Finance

About Company

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