Government Portfolio Advisors (GPA) is a Registered Investment Advisory firm focused on providing fixed-income portfolio management services to public entities. They are seeking an Investment Analyst to support Senior Client Advisors by managing client processes and leading Request for Proposal efforts while ensuring a first-class client experience.
Responsibilities
- Help GPA deliver first-class service by facilitating client requests, creating presentations, coordinating operational procedures, and more
- Oversee GPA’s Request for Proposal efforts by managing RFP timelines, updating existing and drafting new language for responses, ensuring RFP requirements are met, and collaborating with senior employees to ensure each RFP submission exceeds requirements
- Coordinate, prepare for, and participate in client meetings. Prepare post-meeting reports, manage follow up tasks, and support the follow through in a timely manner to strengthen client relationships
- Be a Salesforce power user! Own the documentation of client relationships in Salesforce by submitting, overseeing and managing events, interaction notes, client tasks and cases
- Support the creation of marketing materials, perform market research and analysis, and help find new and creative ways to educate clients
- Collaborate with various internal parties to deliver industry leading reporting to clients on a monthly, quarterly and annual basis. Identify and execute opportunities to automate and streamline our reporting processes
- Lead client onboarding by gathering historical account information from new clients, organizing and analyzing data to support portfolio strategy recommendations, and preparing and coordinating the completion of required documents
- Evaluate internal communication and process workflows, identify and articulate opportunities for improvement, and proactively recommend solutions to improve our efficiency and ability to scale the business
Skills
- Bachelor's degree in Finance, Economics, Accounting, English, Professional/Technical Writing, or an equivalent combination of education and experience
- 1-10 years work experience working for an investment manager, custodian bank, or institutional client
- Possesses a positive, solution-oriented attitude. Sees problems as opportunities to find solutions and improve processes to deliver for clients
- Self-motivated, driven, and flexible to manage shifting priorities, with the ability to think and act strategically
- Excels in a team environment. Great communicator who is comfortable providing regular updates to both peers and partners
- Demonstrates unwavering integrity and instills confidence in others. Acts to improve processes, take initiative and solve problems
- Strong writing skills and working knowledge of Salesforce, MS Office applications and other related technologies
- Track record of establishing and meeting goals
Benefits
- Support to obtain relevant professional certifications or educational programs, such as the Series 65 and CFA, with 100% of exam and training costs covered.
- Comprehensive employee insurance benefits with company-covered premiums that include Medical, Dental, Vision, Life, Short-Term Disability, and Long-Term Disability.
- 15 Days Paid Time Off (with additional 5 days after 1 year of service) in addition to paid bond market holidays and early closures.
- Employee 401(k) plan with nonelective 3% company contribution.
Company Overview
Government Portfolio Advisors (GPA) is a boutique, independent Registered Investment Advisory firm with headquarters in Portland, Oregon. It was founded in 2014, and is headquartered in Portland, Oregon, US, with a workforce of 11-50 employees. Its website is http://www.gpafixedincome.com.
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