Investment Analyst

Location
Chicago, Illinois
Salary
Salary + bonus, range commensurate with experience
Posted
02 Dec 2021
Closes
01 Jan 2022
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Job Description:

The Investment Analyst position provides an opportunity to gain deep experience in a small organization, working closely with a senior team member. The ideal candidate will exhibit intellectual curiosity, creativity, humility, and good judgment. The candidate must be capable of working independently, willing to ask questions, and able to distill and communicate information in a clear, efficient manner. The position will include some travel opportunities.

Please submit your resume, along with a cover letter explaining why you wish to work at RPA, what about investing interests you, and what traits you possess that could benefit the team.

Primary Responsibilities:

  • Work directly with and support RPA’s Chief Investment Officer (CIO)
  • Maintain client investment menus and portfolios in Morningstar Direct
  • Support quarterly investment performance reporting
  • Assist in manager research and due diligence process for existing portfolio investments, combining quantitative and qualitative analysis
  • Draft and present investment recommendations to the Investment Committee (IC) for review
  • Help prepare materials for IC meetings, and coordinate flow of information between internal research, the committee, and client consultants
  • Create and maintain manager and fund profiles
  • Track and document manager performance and attribution through quarterly due diligence questionnaires, conference calls, meetings, and onsite visits with managers
  • Participate in asset class reviews relevant to RPA’s asset allocation strategy
  • Disseminate pertinent market commentary, manager information, and other relevant insights to clients by producing thoughtful economic and investment research
  • Assist with the identification and due diligence of new investment opportunities
  • Prepare analysis and reports on various financial market topics
  • Develop materials for client meetings and presentations


Qualifications & Experience:

  • 2+ years of investment consulting or analysis experience preferred
  • Strong interest in capital markets, economics, and investments
  • Superior analytical skills with strong attention to detail
  • Comfortable in unstructured environments with open-ended questions and needs
  • Strength in exploring new topics and trends
  • Data analysis
  • Ability to handle multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented setting
  • Strong written and verbal communication skills, with the ability to handle complicated situations with a positive approach
  • High level of team orientation and strong interpersonal skills
  • Bachelor’s degree required; Master’s degree preferred
  • Interest in pursuing the CFA designation required; completed CFA Level 1 preferred

To Be Considered:

Please submit your resume, along with a cover letter explaining why you wish to work at RPA, what about investing interests you, and what traits you possess that could benefit the team.

***

Employment Type:     Full-time

Location:                     Chicago

Reports to:                  Chief Investment Officer

Target Date:                Immediate

Compensation:           Salary + bonus, range commensurate with experience

Classification:             Exempt

Benefits Include:        Health insurance contribution, life insurance, 401(k) retirement plan, paid                                    time off and holidays

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