Investment Research Analyst - Seattle, WA

Skills

Support advisory team by servicing client requests for investment information promptly.
Gather and analyze data from internal systems, research analysts, portfolio management, and news publications.
Prepare and communicate client investment information, including presentation materials and quarterly updates.
Engage in direct client communication through meetings, calls, and correspondence.
Conduct research on client portfolio performance, investment ideas, manager searches, and technology.
Provide backup support for trading and investment operations.
Coordinate with portfolio analysts to monitor and review client portfolios and make recommendations.
Format, generate, and distribute client reports such as performance and attribution analyses.

Prepare and review cash reports and disseminate information to advisory and client service teams.
Create client books for portfolio review meetings and write quarterly fixed income commentaries.
Respond to ad hoc client research requests and complete consultant questionnaires.
Verify internal data accuracy and develop process improvements to streamline departmental workflows.
Stay informed on capital markets and meet with asset managers and research firms to understand market conditions.
Contribute research insights, investment ideas, and content for investment committee meetings.
Communicate and coordinate with other departments including client service, operations, and wealth planners.

Experience working in a Registered Investment Advisor (RIA) or family office environment.
Familiarity with portfolio management and trading operations.

Ability to write investment commentaries and prepare client presentation materials.
Skills in process improvement and automation within investment teams.

Full-time exempt position with competitive salary and incentive bonus structure.
Salary range: $85,000 - $120,000, with potential for higher based on experience and qualifications.
Comprehensive benefits package including paid time off, health, dental, vision, life, and disability insurance.
Fully paid premiums for medical, dental, vision, short-term and long-term disability, and life insurance.
401(k) plan with 100% company match up to 3% of annual pay.

Career and professional development opportunities including training, certification, licensing, dues reimbursement, executive coaching, and ongoing development programs.
Parking availability and wellness reimbursement.
Regular team off-sites, events, and an annual team retreat.
Access to preferred pricing discounts through family office network vendors.