Job Description

Job Description

Job Description

Role Title: Investment Analyst – Custom Portfolio Solutions & Analytics (Entry Level)

RiverFront Investment Group is a global asset manager headquartered in Richmond, VA. We view culture as a differentiator and people as our greatest asset. We strive to create a collaborative, energetic work environment that supports associate growth. We have an unwavering commitment to excellence and meeting the evolving needs of our financial advisor partners and their clients.

Location: Richmond, VA
Department: Investments: Custom Portfolio Solutions (CPS)
Reports To: Global Equity CIO

Job Summary

We are looking for a technically-minded, communicative Analyst to join our team. In this role, you will become the backbone of our Custom Portfolio Solutions (CPS) business, serving as a vital link between our investment strategies and the Financial Advisors who utilize them.

You will spend approximately 60-70% of your time on CPS servicing—ensuring our advisors have the proposals and portfolio support they need—and 30-40% of your time conducting equity and macro research and building the proprietary tools that power our investment decisions.

Key Responsibilities

60-70% – Custom Portfolio Solutions (CPS) & Advisory Support

• Proposal Generation: Utilize internal models to create tailored investment proposals that align with advisor-specific client goals.
• Portfolio Rebalancing: Execute and monitor rebalancing workflows to ensure custom models stay within risk and allocation targets.
• Advisor Interaction: Act as a responsive point of contact for financial advisors, answering technical questions regarding portfolio positioning and performance.
• Request Management: Handle ad-hoc data requests and reporting needs with high accuracy.
• Project Implementation: Work with cross functional teams to refine workflow processes to maximize efficiency and throughput and minimize errors using agile frameworks.

30-40% – Equity Research & Tool Development

• Equity Coverage: Take ownership of a specific equity sector or macro decision (assigned based on interest and firm needs), providing fundamental analysis and buy/sell/hold recommendations.
• Investment Tool Building: Use SQL, Matlab, and VBA to automate repetitive tasks and develop new quantitative tools for the investment team.
• Data Integrity: Maintain and query internal databases to ensure our research and reporting tools are running on "clean" data.

Requirements

• Bachelor’s degree in Finance, Economics, Computer Science, Mathematics, or a related field.
• Strong understanding of investment products, asset allocation, and market mechanics.
• Strong attention to detail
• Exceptional communication skills (both written and verbal).
• Progress toward or willingness to pursue the CFA designation is encouraged.

Preferred Requirements

• Comfortable writing SQL queries or debugging Matlab code
• Comfortable jumping on a call to explain a portfolio shift to a Financial Advisor.
• Proficiency in SQL and VBA is highly desired. Experience with Matlab is a major plus (though we value Python or a comparable Language experience as a strong proxy for Matlab proficiency).
• Ability to look at complex systems and processes, break them down into manageable steps, and can communicate in a way that drives complex processes forward
• Genuine passion for the markets and the "why" behind stock movements.
• Willingness to take a position after rigorous research, be accountable for the result and impact, and continuously learn and improve.

Work Environment

This position is based in our Richmond, VA headquarters. The individual in this position will operate in a professional office environment. This role routinely uses standard office equipment such as computers, phones, printers, and all-in-one copier/scanner/printer/fax machines. Ability to work remotely (virtually) periodically to support business operations is also required.

Physical Demands

This role requires the ability to lift (up to 10 pounds), to move about within an office environment, and to sit and/or stand for the duration of a typical workday. The role always requires the ability to communicate with others (verbally and in written form). The ability to view data and information on computer screens and on printed materials is also required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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