Investment Analyst, Investment Analyst

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 is 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

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!