Senior Analyst for Large PacNW RIA

Seattle, Washington State
Expected salary range between $125k and $175k with some flexibility
May 03, 2023
Jul 02, 2023
Senior Analyst Position
Employment Type
Full Time

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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