Investment Associate

Primary Responsibilities

• Report Preparation
  • Prepare reports to communicate with clients, networking contacts, prospects and the Investment Department
  • Create, update and analyze investment performance reports
• Portfolio Analysis
  • Generate custom reports to help Portfolio Managers monitor client accounts
  • Aid in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
  • Aid in providing oversight to ensure trades are made in accordance with client investment policy statements
• Investment Research
  • Analyze markets and securities
  • Create and update equity, fixed income, and economic research charts
• Trade Input
  • Assist in implementing portfolio changes across accounts

Desired Skills/Experience

• 2 plus years’ experience in related field desired but NOT essential - this is an entry-level position.
• Advanced Excel skills with an emphasis on building formula-driven workbooks and models
• Strong PowerPoint skills with an emphasis on designing high-quality deliverables
• Ability to quickly learn new software and systems
• Experience with FactSet and Bloomberg desired but not essential.
• Experience with Addepar desired but not essential.
• Proven quantitative/analytical skills
• Strong verbal and written communication skills
• Demonstrated experience in time management and deliverables

Compensation

• A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
• Base salary range: $65,000 - $85,000.