RK Partners · 6 hours ago
Investment Analyst-Chevy Chase, MD
Chevy Chase, DC
Full-time
Onsite
Mid, Senior Level
$125K/yr - $175K/yr
4+ years expRK Partners is a growing RIA firm seeking a highly analytical and driven Investment Analyst. This role involves supporting investment decisions across client portfolios, conducting research, and providing analytical support for portfolio management and client communications.
Consulting
Responsibilities
Conduct fundamental research on public companies, asset classes, and investment strategies relevant to long-term wealth management portfolios
Support macroeconomic and capital market research used in asset allocation and portfolio positioning
Generate research insights that enhance portfolio construction and manager selection decisions
Build and maintain financial valuation models (DCF, comparables, precedent transactions) to support equity and investment analysis
Develop and maintain quantitative models for portfolio monitoring, risk analysis, and performance evaluation
Utilize Bloomberg BQL extensively and leverage Python (or R) to analyze datasets, automate workflows, and enhance investment reporting and monitoring
Assist with portfolio rebalancing, implementation, and monitoring across client accounts
Analyze portfolio performance, attribution, risk exposures, and consistency with investment policy objectives
Identify opportunities to improve portfolio efficiency, diversification, and risk-adjusted returns
Support due diligence and ongoing monitoring of third-party investment managers and strategies
Analyze performance, risk metrics, and qualitative factors across asset classes
Contribute to quarterly investment outlooks, client communications, and investment commentary
Help translate complex investment concepts into clear, client-friendly materials for advisors and clients
Provide analytical support to the advisory team on investment-related inquiries
Provide analytical and execution support related to trading, portfolio transitions, and operational processes
Collaborate closely with investment, advisory, and operations teams to support a unified client experience
Uphold the highest standards of professionalism, fiduciary responsibility, and regulatory compliance
Qualification
Required
Bachelor's degree in Finance, Economics, Mathematics, or a related field
4–7+ years of experience in wealth management, investment management, or financial services
CFA® candidate or strong interest in pursuing the designation
Strong financial modeling and valuation experience
Demonstrated quantitative skills with the ability to work comfortably with complex data
Experience using Bloomberg BQL is required
Python experience is highly desired for data analysis, modeling, or automation (R acceptable)
Advanced Excel skills; proficiency in PowerPoint for investment and client communications
Solid understanding of financial markets, asset allocation, portfolio management, and performance attribution
Familiarity with a multi-asset, long-term, goals-based investment approach
Highly detail-oriented with strong time-management and multitasking abilities
Intellectual curiosity and a disciplined, analytical mindset
Self-motivated and accountable, with the ability to independently drive projects to completion
Strong written and verbal communication skills
Collaborative team player who thrives in a client-centric, high-standards environment
Preferred
Python experience is highly desired for data analysis, modeling, or automation (R acceptable)
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase