Small Asset Management Firm - Portfolio Analyst

PLEASE: CFA L3 or charter holders only; must be in greater Seattle area, or willing to relocate immediately at your own cost. Only apply if you are able to start within the next 30-60 days.

We are an asset management team, registered with the SEC under CS Planning Corp. Our team of three (plus one IT and one senior advisor) manage four investment strategies with around 100 Million in AUM, and growing. Our back-office operations & compliance are outsourced. 

The candidate will be working with the portfolio manager on daily activities such as screening securities, back-tests, trading/rebalancing, performance reporting, and newsletter narrations. The 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 the trendiest area of Bainbridge Island WA. Island has 22,000 residents and many new residential developments. Island is a 30-minute ferry ride from Seattle. Seattle skyline is visible from our office. Our building is 50 yards from the ferry terminal. Walk on ferry rides are encouraged - no car required from downtown Seattle. If you drive, parking is available for a monthly fee. Island has a bridge to the mainland on the North end. 

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. We have flexible hours and vacation time. We don't punch the clock if the work gets done. Possibility to earn equity as a member to vest over 4 years.


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