Investment Analyst
- Employer
- Retirement Plan Advisors
- Location
- Chicago, Illinois
- Salary
- Salary + bonus, range commensurate with experience
- Closing date
- Jan 1, 2022
View more
- Job Function
- Investment Advisor/Consultant, Performance Analysis, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Relationship Management
- Industry Sector
- Asset Management, Consulting Firm
- Certifications
- Passed CFA Level I
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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
Company
Retirement Plan Advisors (RPA) provides investment consulting and advisory services to retirement plan sponsors and participants, with a focus on the public sector. We act as a 3(21) or 3(38) advisor to the plan and provide managed account services. We also have a growing wealth management practice. With over $5 billion in assets under advisement, we serve more than 550 plan sponsors and 79,000 participants. We are headquartered in Chicago, IL and have 50+ advisors nationwide.
- Website
- https://retirementplanadvisors.com/
- Telephone
- 312-701-1100
- Location
-
105 West Adams Street
Suite 2175
Chicago
il
60603
US
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