Senior Analyst for Large PacNW RIA
- Employer
- Pacific Portfolio Consulting
- Location
- Seattle, Washington State
- Salary
- Expected salary range between $125k and $175k with some flexibility
- Posted
- May 03, 2023
- Closes
- Jul 02, 2023
- Ref
- Senior Analyst Position
- Job Function
- Economics, Equities Research: Buy Side, Performance Analysis, Portfolio Management: Multi-Asset, Trading
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II
- Employment Type
- Full Time
- Education
- Bachelors
Pacific Portfolio Consulting, a leading wealth management firm in the Pacific Northwest, is seeking an experienced analyst to join its Investment Management & Research team. Great opportunity for the right candidate who wants to wear lots of hats, is eager for responsibility, and really wants to make an impact. Analyst will work both independently and collaboratively with the firm's Chief Investment Officer and Advisors to analyze markets, asset classes, managers, strategies, as well as some individual equities (ad hoc only, not a primary function); prepare and present analysis to the firm's internal Investment Committee; provide strategic support to WM and Inst'l Advisors in developing and managing client relationships; and support the external profile of the firm through such avenues as white papers, publications, event presentations, and client meetings.
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