Investment Advisory Associate

Government Portfolio Advisors; Portland (OR); Hybrid; USD 75,000 - 115,000; Full time

Benefits offered by this job

Competitive salary

Learning and development resources

Comprehensive health insurance

Paid time off: 15–25 days

401(k) plan with 3% company match

Job summary

Government Portfolio Advisors (GPA) seeks an Investment Advisory Associate to join our Client Advisory Team and support institutional investment advisory services, client meetings, materials, onboarding, and business development. This role offers hands-on exposure to portfolio strategy and client deliverables within a growing national firm.

This office-based position in Portland provides work-from-home flexibility and opportunities to develop professionally through mentorship, learning

Qualifications

• This role requires a bachelor's degree and 3–7+ years of experience in investment management, banking and custody, public finance, client service, or related field.
• Strong communication and writing skills are essential, with a track record of meeting goals.
• Certification progress (CFA, Certified Treasury Professional, Series 65) is preferred.

Responsibilities

• Support Advisors in delivering responsive client service and coordinating material and follow-ups.
• Maintain portfolio strategy materials and project schedules for review.
• Prepare for meetings by organizing information and documenting action items.
• Assist policy reviews, contract renewals, and related documentation.
• Coordinate client deliverables, reports, and presentations with quality control.
• Help onboarding and account management, including custodian requirements and portal access.
• Support business development through prospect tracking and conference preparation.

Skills

Strong communication

Team player

Strong writing skills

Problem solving

Education

Bachelor’s degree in Finance, Economics, Accounting, or equivalent

Tools

CRM systems

MS Office

Job description

Government Portfolio Advisors (GPA) is a Registered Investment Advisory firm exclusively dedicated to providing fixed-income portfolio management services to public entities. We proudly serve 80+ States, Cities, Counties, Special Districts, Educational Institutions, and more with a combined $35 Billion in assets under management and another $20 Billion in assets under consulting as of December 31, 2025. GPA is a market leader within the public entity space, providing unbiased fixed-income investment management and advice focused on the power of partnership.

About the role

GPA is currently seeking an Investment Advisory Associate to join our Client Advisory Team and support our continued growth. This client-facing role is designed for people eager to build a career in institutional investment advisory services, with meaningful opportunities to learn, take on responsibility, and grow. Associates support Institutional Investment Advisors across client relationship development, strategy documentation, policy and contract workflows, client deliverables, onboarding, and business development support. Associates help translate Advisor direction into accurate, timely, and client-ready work product by participating in client meetings, coordinating information, preparing materials, tracking follow-ups, maintaining records, and helping ensure the client experience is organized, responsive, and consistent with GPA standards. This role provides hands-on experience with institutional clients, real-world portfolio strategy, and the professional foundation to grow into a long-term advisory career.

This is an opportunity to join a growing, nationally recognized advisory firm serving public entities across the country. The role is office-based in Portland with work-from-home flexibility and offers meaningful visibility across client service, portfolio strategy, operations, and business development in a collaborative, high-performing team environment.

Key Functions and Responsibilities

• Support Advisors in delivering responsive client service by coordinating routine requests, meeting materials, stakeholder records, follow-up items, and upcoming deadlines or service requirements.
• Maintain portfolio strategy support materials, including approved targets, benchmarks, cash flow assumptions, project schedules, GPS workpapers, and items requiring Advisor review.
• Prepare for and participate in client, strategy, policy, and operations meetings by organizing information, documenting notes and action items, and coordinating post-meeting follow-up.
• Support Investment Policy Statement reviews, contract renewals, fee changes, procurement tracking, and related documentation needed for Advisor review and client discussion.
• Coordinate recurring and custom client deliverables, including reports, presentations, summary memos, exhibits, and quality-control reviews prior to Advisor approval.
• Support new client onboarding and account management by coordinating meetings, document requests, custodian requirements, portal access, internal workflows, and cross-team follow-up.
• Assist business development efforts through prospect tracking, conference preparation and participation, market and attendee research, outreach support, and RFP coordination.
• Maintain CRM activity, client files, templates, procedures, and support materials; identify documentation gaps, process issues, cross-team dependencies, or escalation needs.

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or an equivalent combination of education and experience
• 3 - 7+ years experience in investment management, banking and custody, public finance, client service, or a related field
• Chartered Financial Analyst (CFA) program participation or progress, Certified Treasury Professional, Series 65, or other relevant certifications preferred.
• Strong communication skills and a track record of establishing and meeting goals.
• Positive, solution-oriented attitude with the ability to identify issues, take initiative, improve processes, and deliver results for clients.
• Excels in a team environment. Self-motivated, driven, and flexible to manage shifting priorities, with the ability to think and act strategically.
• Demonstrates unwavering integrity and instills confidence in others.
• Strong writing skills and working knowledge of CRM systems, MS Office applications and other related technologies.

GPA is committed to hiring and developing future leaders who will help support our continued growth and strengthen the way we serve clients. We invest in motivated, curious professionals through hands-on client experience, Advisor mentorship, professional education, and increasing responsibility for those who demonstrate initiative, sound judgment, and a commitment to continuous improvement.

• Competitive salary ranging from $75,000 to $115,000 annually (based on experience and certifications) and discretionary bonus based on individual employee and firm performance
• Firm-supported learning and professional development, including educational resources, certification support, and opportunities to build technical, client-service, and advisory skills over time.
• Comprehensive employee insurance benefits with company-covered premiums that include Medical, Dental, Vision, Life, Short-Term Disability, and Long-Term Disability.
• 15 Days Paid Time Off in first year, 20 Days Paid Time Off in years 2-5, and 25 Days Paid Time Off after 5 years, in addition to paid bond market holidays and early closures.
• Employee 401(k) plan with non-elective 3% company contribution