Investment Analyst

Investment Analyst

 

Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under management. We are seeking an Investment Analyst to join our Investment Management team in Chicago, IL.

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

• Do the Right Thing
• Invest in Relationships
• Never Settle
• Leave No Stone Unturned
• Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

We are counted among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role

We seek an Investment Analyst to support our various advisory services and investment content development efforts. Responsibilities of this role include client service and business development activities, developing written content and presentations on macroeconomic and investment topics, and various ad-hoc projects supporting the investment processes of the firm. This is an entrepreneurial opportunity that will work alongside members of the Investment Management team as well as other resources throughout the firm.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

Responsibilities

• Provide client service and business development support within the Investment Management team for institutional and private clients and prospects.
• Assist in the development of investment outlook presentations through data gathering and compilation, presentation construction and written notes of supporting details.
• Write monthly investment commentaries and articles supporting the firm’s investment outlook for use with clients and prospects.
• Participate in the development of a wide range of investment related content for distribution to clients, prospects, and other constituents.
• Develop / update data and reporting packages for various internal constituents.
• Support ad hoc projects related to the investment outlook, asset allocation and portfolio management processes of the firm.
• Operate successfully with other departments throughout the firm

Qualifications

An ideal candidate will have at least 3 years of experience at an investment firm, communicating on various types of economic data and investment strategies.

Candidates should possess:

• Strong communication skills, written and verbal
• Exceptional analytical and problem-solving abilities An entrepreneurial spirit and passion to serve clients
• Excellent teamwork and interpersonal skills
• Strong work ethic and attention to detail
• Bachelor's degree, related to economics or finance
• Progress toward or completion of industry accreditations; CFA preferred

Perks

We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

Hybrid Model and Dress for Your Day - The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days in the office. RMB Capital offers a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

RMB Capital Wellness Program - We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

Appreciation - We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer PTO Days - We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com.

RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.

PI177007595

Investment Analyst