Mid-level Investment Officer

RGP (Resources Global Professionals)

Project-Based

• Hybrid up to 3 Days Onsite

• Chicago, Illinois, United States

• Mid Level

• Financial Planning and Analysis/Budgeting

About This Role

We are seeking a mid-level Investment Officer to join the Senior Investment Officer's Group in Chicago. The department is working to bring technology tools into its portfolio decision-making process and to build in-house reporting capabilities. This is a hands-on investment role with a strong focus on asset allocation and large-scale investment decisions. We particularly value candidates who use AI tools, especially Microsoft Copilot, to improve how investment work gets done.

Rate: $65-90 per hour W2

What You Will Work On

• Support asset allocation and large-scale investment decisions in partnership with the Senior Investment Officers.
• Help implement technology tools that improve portfolio decision-making.
• Build and maintain in-house reporting, using tools such as Canoe.
• Use Aladdin, the firm's internal platform, for portfolio analysis and investment workflows.
• Apply AI tools, especially Microsoft Copilot, to improve the efficiency and quality of i Investment analysis and reporting.
• Guide and develop two junior team members who report to this role.
• Work with a team of 14 and contribute to the group's ongoing process improvement

What You Will Bring

• 5+ years of investment experience.
• Background in asset allocation and large-scale investment decision-making.
• Working knowledge of investment technology platforms, including Aladdin and Canoe, or comparable tools.
• Ability to work onsite in Chicago (Lake and LaSalle) three days per week.

What You Can Expect

• An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, the competencies and qualities that set our team apart.
• Compensation commensurate with your qualifications, experience, and other factors including geographic location, market and operational factors.
• Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).

What We Do

At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.

Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It’s time to rethink how work gets done. Dare to Work Differently® with RGP.

RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.