Investment Analyst

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A specialized investment management firm is hiring an Investment Analyst to join a lean, mission-driven team in Portland, Oregon. This role blends analytical work, client-facing responsibilities, and high-impact writing, with a particular focus on leading and elevating the firm’s Request for Proposal (RFP) efforts. You’ll support advisors, engage directly with clients, help improve internal processes, and contribute meaningfully to a firm that prioritizes service over profit.

The ideal candidate is a sharp, self-directed professional with strong writing skills, solid investment knowledge, and the confidence to operate in a small, high-accountability environment where initiative matters.

Salary Range: $55,000 - $120,000 / Year DOE

• Lead and manage Request for Proposal (RFP) efforts, including timelines, drafting, editing, and compliance.
• Write, update, and refine RFP language and other professional financial content.
• Support advisors with prospecting, client servicing, and relationship management.
• Coordinate and participate in client meetings, including preparation, follow-ups, and reporting.
• Own and maintain accurate client relationship documentation within Salesforce.
• Assist with market research, analysis, and the creation of client-facing presentations.
• Support monthly, quarterly, and annual reporting processes and identify automation opportunities.
• Lead client onboarding by gathering data, organizing information, and supporting portfolio strategy recommendations.
• Evaluate internal workflows and proactively recommend process improvements to support scale.

• 1 – 10 years of experience with an investment manager, custodian bank, or institutional financial organization.
• Demonstrated experience writing RFP responses or similar professional content in financial services.
• Strong understanding of investment concepts and fixed income fundamentals.
• Exceptional written communication skills.
• Proficiency with Salesforce and Microsoft Office.
• Bachelor’s degree in finance, economics, accounting, English, or professional/technical writing strongly preferred.
• Self-starter mentality with the ability to research independently and ask thoughtful questions.
• Professional, personable, and confident communicator.

• Discretionary bonus potential.
• Medical, dental, and vision insurance fully covered for employees.
• 401(k) with employer match after 90 days.
• 15 days PTO to start, plus an additional 5 days after one year.
• Paid holidays.
• Short-term and long-term disability coverage.
• $50,000 life insurance policy.
• Flexible start times and a sustainable 40-hour workweek.
• Long-term growth path into advisory and senior leadership roles.

Seniority Level: Mid‑Senior level

Employment Type:

Full‑time

Location:

Portland, Oregon

This is a rare opportunity to build a meaningful career in investment advisory work while directly supporting organizations that serve communities, not shareholders, and to grow alongside a firm that values integrity, curiosity, and impact. Apply now!