Investment Operations Analyst
The Investment Operations Analyst is responsible for the preparation of standardized client investment deliverables, the collection and maintenance of investment data, and coordinating investment changes for Multnomah Group clients.
Primary Responsibilities
- Investment reports
- Gather client asset and investment data and enter data into internal database
- Generate quarterly investment reports
- Provide quality assurance reviews of quarterly investment reports
- Generate investment reports to support the Investment Committee review of clients’ investment products
- Investment changes
- Initiate investment change business processes in the CRM system
- Verify availability of investment options on a recordkeeping platform
- Prepare the investment change recommendation deliverable
- Communicate approved investment changes with the clients’ recordkeeping vendors, coordinating the implementation with the client, consultant, and recordkeeper, review the recordkeeping paperwork, and updating internal systems to reflect the investment change
- Investment menu design
- Prepare investment menu presentations for clients’ investment menu
- Categorize new client’s investment options into a standard menu format
- Share class review
- Maintain internal systems to track lowest cost share classes
- Review investment menus to identify opportunities for lower cost share class product
- Verify availability of lower cost share classes with recordkeeping vendors
- Document client decisions
- Bachelor’s Degree or equivalent related work experience
- Goal-oriented and self-motivated to achieve objectives
- Advanced proficiency in Microsoft Excel
- Demonstrated analytical mindset
- Ability to communicate professionally with clients and vendors
- Interest in learning the investment industry
- Demonstrated attention to detail
- Understanding of investment vehicles
- Mastery of internal tools to execute the primary responsibilities of the investment operations analyst role
- General investment industry knowledge through completion of the CFA Institute’s Investment Foundations Certificate
- General retirement plan industry knowledge through completion of ASPPA’s Retirement Plan Fundamentals coursework
- Enrollment in the CFA or CIPM program
Multnomah Group is a 100% fee-for-service consulting firm. We serve our investment consulting clients as fiduciaries to their plan. Our focus within the retirement plan marketplace and our conflict-free structure, paired with our forward-thinking, comprehensive solutions, enable us to serve as a partner for clients. Plan sponsors are required to deal with complicated subject matter and we work to unravel that complex information and create clear pathways and smart strategies for their retirement plan program.
At Multnomah Group, we want to grow and develop our people by providing an environment that fosters their personal development and professional growth. Our team has the flexibility to make work and life coexist in a balanced way. It’s a culture that allows us to attract and retain skilled professionals that bring their passion and expertise to making retirement plans more effective. We are very proud that our commitment to cultivating our culture for our team is demonstrated by three consecutive years being included on the Best Places to Work for Financial Advisers by InvestmentNews.
We are comprised of individuals from diverse backgrounds and with different experiences, but it’s only through collaboration that we are successful for our clients. Our company is structured around consulting teams which provide our clients access to all of the resources of the company, and throughout the year we gather our full team together to share ideas and experiences (and usually a lot of food!). Our collaboration has been noted through more than three year's being listed as a NAPA Top DC Plan Advisor Teams. This list highlights the nation’s leading retirement plan advisor firms.