Portfolio Analyst

Employer
Illumine Investment Management
Location
Bainbridge Island, WA
Salary
Internship for 1 to 3 months, with possibility of full time employment
Posted
Apr 19, 2019
Closes
May 19, 2019
Employment Type
Internship
Education
Bachelors

We are an asset manager team registered with the SEC. Our team of three (plus one IT and one senior advisor) manages four investment strategies with around 100 Million in AUM, and growing. Our backoffice operations and compliance are outsourced. 

Candidate will be working with portfolio manager on daily activities such as screening securities, back-tests, trading/rebalancing, performance reporting, and newsletter narrations. Ideal person is fluent in English  - at times there are conversations with clients over the phone or in person. Must be proficient with Excel. All other software will be learned on the job (Blaze Atom, Advent APX, Black Diamond, Zephyr PSN, back-testing program, and custodial platforms).  

Office is located on Bainbridge Island WA, which is a 30 minute ferry ride from Seattle. It is 100 yards from the ferry terminal. Walk on encouraged - no car necessary. 

This is a great opportunity for an ambitious individual who would like to learn all aspects of asset management and advisory services of an emerging firm. The job is intended to help an ideal candidate transition to full time position, and earn equity ownership down the road as we grow.

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