Investment Analyst

Resource Management Service LLC; Birmingham (AL); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading investment management firm in Birmingham is seeking an Entry Level Investment Analyst. This role focuses on financial analysis and client interaction related to timberland portfolios. Ideal candidates have a degree and experience in using Excel and Power BI. The firm values sustainability and encourages diverse applicants. Join to contribute to a collaborative culture and shape forest stewardship.

Qualifications

• Experience conducting financial analyses using Excel.
• Ability to create Power BI reports and manage data models.
• Willingness to learn about forestry and investment management.

Responsibilities

• Monitor client timberland portfolios regularly.
• Assist with timberland acquisitions and client queries.
• Collaborate with teams to ensure effective project management.

Skills

Financial analysis in Excel

Data management

Creating visual summaries

Power BI report creation

Education

Degree from an accredited postsecondary institution

Job description

Join to apply for the Investment Analyst role at Resource Management Service LLC

RMS seeks to hire a professional who values sustainability, long-term forest stewardship, and the responsibility of being an investment fiduciary. This position will be part of the Investment Management team within RMS, which is responsible for managing client timberland portfolios and associated client interactions.

DUTIES

Activities include, but are not limited to:

• Ongoing monitoring of client timberland portfolios
• Timberland acquisitions
• Ad-hoc client or Investment Committee questions
• Help produce high-quality, periodic clientreports and presentations
• Learn and help maintain critical RMS processes, including careful ongoing management of data
• Collaborate heavily with colleagues on cross-functional project teams to ensure the best client outcomes
• Manage multiple projects simultaneously and keep an open dialogue with your teams to determine prioritization
• Advance projects proactively and stick to deadlines

QUALIFICATIONS

Our ideal candidate has experience conducting financial analysis in Excel, working with data, and creating documents with compelling visual summaries of analyses. This may include the creation or evolution of Power BI reports and their underlying data models. You should also hold a degree from an accredited postsecondary institution. We welcome qualified candidates with degrees in a wide range of fields. If there is a good fit, we will teach you what you need to know about forestry, investment management, and other technical requirements for the job.

Qualifications will be assessed during the interview process primarily through a case study. You’ll be asked to review a case with quantitative and qualitative input, make financial calculations to answer case questions, and provide us with a short recommendation in presentation form.

RMS hopes that any new employees embrace and contribute to a collaborative culture. RMS also encourages people from underrepresented groups or with non-forestry backgrounds to apply.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Investment Management

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