Investment Advisory Associate

CivicMinds, Inc; Portland (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

CivicMinds, Inc. is seeking an experienced investment support professional in Portland, OR to assist Institutional Investment Advisors with client relationships and ongoing advisory activities.

The role involves coordinating client requests, developing investment strategy materials, and preparing IPS reviews and client-facing reports. Ideal candidates bring 3–7+ years in investment management or related fields, strong communication skills, and proficiency in Microsoft Office and CRM systems.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or equivalent education/experience.
• 3-7+ years of relevant experience in investment management, investment consulting, banking/custody, public finance, client service, or related field.
• Experience with investment portfolios, strategy, asset allocation, benchmarks, or related concepts.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and cross-functional workflows.
• Attention to detail and accuracy.
• Comfort in preparing professional client-facing materials and presentations.
• Strong Microsoft Office and CRM skills.

Responsibilities

• Support Institutional Investment Advisors with client relationship management and ongoing advisory activities.
• Coordinate routine client requests, follow-ups, deadlines, and deliverables across internal and external stakeholders.
• Assist with investment strategy documentation, portfolio materials, benchmarks, cash-flow assumptions, and approved allocation targets.
• Support preparation and review of Investment Policy Statements (IPS) and related materials.
• Prepare client-facing reports, presentations, summary memos, exhibits, and other recurring or customized deliverables.
• Participate in client, investment strategy, policy, and operational meetings; document actions and coordinate follow-up.
• Assist with contract renewals, fee changes, procurement tracking, and related documentation.
• Support client onboarding, including account documentation, custodian requirements, portal access, and internal workflow coordination.
• Assist with RFPs, prospect tracking, market research, conference research, and business development activities.
• Maintain accurate client records, CRM information, files, templates, and procedures.
• Identify workflow gaps, dependencies, process issues, and potential escalations.
• Work collaboratively with advisors and internal teams to ensure accurate and timely client deliverables.

Skills

Client relationship management

Communication

Financial analysis

Microsoft Office

CRM systems

Education

Bachelor's degree in Finance, Economics, Accounting

Tools

Microsoft Office

CRM

Job description

• Support Institutional Investment Advisors with client relationship management and ongoing advisory activities.
• Coordinate routine client requests, follow-ups, deadlines, and deliverables across internal and external stakeholders.
• Assist with investment strategy documentation, portfolio materials, benchmarks, cash-flow assumptions, and approved allocation targets.
• Support preparation and review of Investment Policy Statements (IPS) and related investment policy materials.
• Prepare client-facing reports, presentations, summary memos, exhibits, and other recurring or customized deliverables.
• Participate in client, investment strategy, policy, and operational meetings; document action items and coordinate follow-up.
• Assist with contract renewals, fee changes, procurement tracking, and related documentation.
• Support client onboarding, including account documentation, custodian requirements, portal access, and internal workflow coordination.
• Assist with RFPs, prospect tracking, market research, conference research, and business development activities.
• Maintain accurate client records, CRM information, files, templates, and procedures.
• Identify workflow gaps, dependencies, process issues, and potential escalations.
• Work collaboratively with advisors and internal teams to ensure accurate and timely client deliverables.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or equivalent education/experience.
• 3-7+ years of relevant experience in investment management, investment consulting, banking/custody, public finance, client service, or a related field.
• Experience working with investment portfolios, investment strategy, asset allocation, benchmarks, or related investment concepts.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities, deadlines, client requests, and cross-functional workflows.
• Strong attention to detail and commitment to accuracy.
• Comfortable preparing professional client-facing materials and presentations.
• Strong Microsoft Office and CRM skills.
• Self-motivated, organized, collaborative, and solution-oriented approach.

Preferred Qualifications

• CFA participation or progress.
• Series 65, Series 66, CTP, or similar investment/finance credential.
• Experience supporting institutional investment clients such as pensions, foundations, endowments, public entities, nonprofits, or corporate retirement plans.
• Experience with IPS reviews, investment policy work, RFPs, portfolio reporting, or investment consulting.