Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle

About the role

Financial Analysts are needed to work closely with Private Wealth Advisors, monitor client portfolios, analyze asset allocations, research potential investments, understand financial market developments and trends, and execute trades.

Responsibilities

• Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
• Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
• Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm’s strategic views
• Prepare client-facing materials depicting asset allocation and performance
• Diligence internal and third-party investment opportunities across the public and private markets
• Synthesize research material and communicate firm views to clients
• Support business development efforts by researching qualified prospects and tracking relevant capital raises

Requirements

• Bachelor's Degree Required
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in the financial markets and good investment sense/commercial instinct
• Strong verbal and written communication skills
• Strong organizational and interpersonal skills
• SIE, Series 7 and 63 required (must be obtained within three months of employment)

Qualifications

• Experience in financial analysis and portfolio management
• Knowledge of financial markets and investment principles
• Excellent analytical and problem-solving skills
• Ability to manage multiple tasks and prioritize effectively

Skills

• Strong communication skills
• Attention to detail
• Research and analysis skills
• Client service orientation

Benefits

Details on benefits will be provided upon hire.

Pay

The expected base salary for this position is $75,000-$125,000.

Schedule

Details on schedule will be provided upon hire.