Roehl & Yi Investment Advisors LLC
Eugene, OR
Thursday, December 14, 2017
$10.25
Pay Type: 
Hourly
10-16
Flexible during business hours
TBD
Internship
No
No
No

POSITION INFORMATION:

Firm:
Roehl & Yi Investment Advisors is a wealth management firm serving a diverse client base of small businesses, qualified retirement plans, foundations, endowments, and individuals of high net worth. Roehl & Yi offers an array of services including investment management, portfolio analysis, and planning for estates, retirement, education, and insurance. With a staff of 14, Roehl & Yi Investment Advisors is a firm that focuses on a coordinated solution to help clients achieve their financial goals.

Description of Business-related Projects to be Completed and Responsibilities:
Money Manager Research and Evaluation
Quantitative and Qualitative Analysis
Money manager modeling and screening
Asset allocation models
Client performance monitor tracking
Marketing
Develop and update current marketing brochure
Enhance and update presentation materials
Coordinate and plan a client appreciation seminar
Technology
Research cloud based platforms

Strong technology background
Strong attention to detail