RKL LLP · 17 hours ago
Investment Analyst
Lancaster, PA
Full-time
Onsite
Entry Level
$65K/yr - $75K/yr
1+ years expRKL LLP is seeking an Investment Analyst to join their Wealth Management team as part of a two-year development program. The role involves delivering investment management and financial planning services, conducting research and analysis, and collaborating with various teams to provide superior client services.
AccountingConsultingFinancial ServicesInformation Technology
Responsibilities
Conduct client portfolio review and analysis to support investment recommendations and ensure assets are deployed according to the appropriate strategy
Review client accounts alongside Wealth Advisors to ensure allocation matches requests, propose trades and track target allocations
Conduct research and analysis on global financial markets, various asset classes and individual securities to assist in developing investment strategies
Review and create trade orders; execute trades in support of portfolio management and trading operations
Work closely with Planning team to create and review financial plans for delivery to clients
Interact with management, team members, and other departments to supply reporting and data for superior client services
Create historical reporting for data or activity related to Wealth Management team phone calls and other programs/initiatives
Generate reports and provide analysis to model scenarios to support internal and external stakeholders’ decision making
Identify, automate, and communicate basic process improvements that increase efficiency and quality of service
Carry out duties in compliance with all state and federal regulations and guidelines
Develop short and long term goals with the ability to execute effectively
Actively listen to team members to understand their needs; respond to requests in a timely manner; provide appropriate resolution of conflicts
Maintain confidentiality with external client information as well as internal employee and firm information
Take initiative to be a team player (seeks out opportunities to help others)
Treat everyone with respect
Develop loyalty and trust with the team
Successfully adapt to different personalities and working styles
Proactively and effectively communicate information regarding status issues to team members
Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Qualification
Required
Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
Analytical and data-driven individual with strong problem-solving skills
Solid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment
Ability to use sound judgement and discretion regarding confidential information
Drive to complete performance targets and track record of meeting/exceeding expectations
Ability to shift focus and adapt to change
Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field
Actively pursuing license or registration: FINRA Series 65; or CFA; or CFP
1+ year experience working in investment, data, or business analysis
Excellent knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to apply concepts such as probability, statistics, modeling, percentages, ratios and proportions to practical solutions
Must be able to remain in a stationary position as needed
The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
Ability to communicate in a professional manner and exchange information with internal and external actors as needed
Ability to lift/carry up to 20 pounds
Ability to work outside of normal business hours and weekends as needed
Ability to travel to local and non-local clients as needed, overnight travel may be required
Preferred
Experience using data management/analysis tools such as SQL or Excel
Previous experience with various investment tools a plus (e.g. Bloomberg, Tamarac, etc)
Company
RKL LLP
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ed Monborne
Chief Executive Officer
Recent News
2025-05-28
Central Penn Business Journal
2024-02-09
Accounting Today
2024-02-09
Company data provided by crunchbase