Onsite
Bellevue, WA
Hot
Published - 2026-03-30
Investment Research Analyst
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Skills
- Attention To Detail
- Presentation Skills
- Executive Coaching
- Financial Planning
- Financial Advisory
- Asset Management
- Time Management
- Estate Planning
- Life Insurance
- Communication
- Presentations
- Family Office
- Intelligence
- Preparation
- Team Player
- Management
- SalesForce
- Cash Flow
- Insurance
- Integrity
- Planning
- Training
- Coaching
- Business
- Pricing
- Review
- RIA
- Tax
- CRM
- CFA
- Accountability
- Wellness
- Access
- Investment Management
- Portfolio Management
- Capital Markets
- Compensation
- Investments
- Responsible
- Recruiting
- Individual
- Technology
- Discipline
- Teamwork
- Research
- Analysis
- Hiring
- Policy
- Continuous Improvement
- Operational Efficiency
- Investment Strategies
- Process Improvement
- Market Research
- Collaboration
- Efficiency
- Strategy
- Attention To Detail
- Presentation Skills
- Executive Coaching
- Financial Planning
- Financial Advisory
- Asset Management
- Time Management
- Estate Planning
- Life Insurance
- Communication
- Presentations
- Family Office
- Intelligence
- Preparation
- Team Player
- Management
- SalesForce
- Cash Flow
- Insurance
- Integrity
- Planning
- Training
- Coaching
- Business
- Pricing
- Review
- RIA
- Tax
- CRM
- CFA
- Accountability
- Wellness
- Access
- Investment Management
- Portfolio Management
- Capital Markets
- Compensation
- Investments
- Responsible
- Recruiting
- Individual
- Technology
- Discipline
- Teamwork
- Research
- Analysis
- Hiring
- Policy
- Continuous Improvement
- Operational Efficiency
- Investment Strategies
- Process Improvement
- Market Research
- Collaboration
- Efficiency
- Strategy
Position Overview
Join a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office as a key member of the investment team. This role offers the opportunity to work closely with senior leadership to support clients in achieving their financial goals and aspirations. The ideal candidate is a motivated team player who embodies core values such as integrity, dedication, teamwork, impact, and opportunity.
Company Context
Our firm partners with business owners and their families to unlock the full potential of their wealth, helping them secure the future for generations to come. We focus on thoughtful wealth management strategies that preserve and grow assets for clients, their families, and the causes they care about.
Team and Culture
As part of a collaborative investment team, you will contribute to a culture that values continuous learning, innovation, and client-centric service. The environment encourages professional growth and the development of meaningful client relationships.
Key Responsibilities
- 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.
Required Qualifications
- Knowledge of financial markets and investment principles.
- Experience in investment research and client portfolio analysis.
- Strong communication skills for client and team interactions.
- Ability to gather and synthesize information from multiple sources.
- Proficiency with investment systems and analytical tools.
- Detail-oriented with ability to verify data accuracy.
- Team player with a congenial demeanor and willingness to learn.
Preferred Qualifications
- 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.
Compensation & Benefits
- 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.