Senior Investment Advisor

Location
Seattle
Salary
DOE
Posted
Apr 05, 2021
Closes
May 05, 2021
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Firm Information

The McCutchen Group is an independent multi-family office headquartered in Seattle, Washington providing investment advisory and financial advisory services to ultra-high net worth families and their related entities. 

Job Description

The Senior Investment Advisor (“SIA”) is a senior level, client facing role that manages the investment advisory service for a specific group of clients. The SIA is primarily responsible for delivering exceptional value-added service and investment advice.  In providing investment advice to clients, the SIA establishes investment goals and constraints, develops a strategic asset allocation, presents Investment Committee approved investments, implements portfolio strategy and monitors performance over time.  The SIA will also participate in research projects and manager due diligence projects.

Requirements

  • A bachelor’s or master’s degree
  • CFA designation
  • 10 years of relevant experience
  • Broad knowledge and experience across asset classes including: Fixed Income, US Equities, International Equities, Real Assets, Hedge Funds, Private Credit and Private Equity
  • Ability to present complex financial and economic data to private clients
  • Proficiency in Microsoft Office, with a high level of competency in Excel
  • Ability to maintain total confidentiality
  • An excellent team player who enjoys collaboration but also works well individually
  • Strong verbal and written communication skills
  • Excellent analytical and organizational skills

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