Investment Analyst

About Westfuller
Westfuller is a leading independent Registered Investment Advisory and Wealth Management firm serving high-net-worth individuals, Family Offices, and impact-oriented institutions. We deliver exceptional mission-aligned investment solutions through our core practice and our OCIO joint venture, Bivium Westfuller. Our commitment to independence and objectivity sets us apart in the wealth management industry.

Westfuller is a registered investment adviser with the US Securities and Exchange Commission and a certified B Corporation.

The Opportunity

Westfuller is seeking an investment analyst to support the Director, Senior Portfolio Strategist and the firm’s values-aligned investment approach.

What You’ll Do

Portfolio Construction and Management

• Develop Strategic Asset Allocation by evaluating a client’s financial objectives, risk tolerance, impact objectives, liquidity, and unique circumstances.
• Construct traditional and sustainable investing portfolios with a thorough understanding of clients financial and impact objectives, risk tolerance, and suitable investment solutions.
• Run portfolio analytics and provide performance attribution commentary to monitor and rebalance investment portfolios.
• Prepare client presentation materials and present investment recommendations to clients.

Manager Research

• Support manager due diligence process, including sourcing managers, conducting diligence, and developing investment memos on public and private investment strategies alongside the investment team.
• Monitor existing public and private investment managers and provide quarterly updates to investment team and clients.

Macro-Economic and Asset Class Research

• Synthesize macro-economic research and generate investment ideas to support portfolio management and market commentary for clients.

Portfolio and Impact Reporting

• Support preparation of quarterly client performance reports, including maintenance of impact metrics.

What You’ll Bring

• Knowledge of multiple asset classes with the ability to articulate the roles of traditional and alternative asset classes in portfolios and across market environments.
• Ability to operate independently with a high level of direct responsibility, while maintaining strong ties to the broader team at the firm.
• Strong interpersonal skills – ability to work effectively with a wide variety of people through excellent communication skills, both verbal and written.
• Must be dedicated to the “client first” and must possess uncompromising personal integrity and ethics.
• Highly motivated and self-starter capable of managing long-term relationships, and initiating and cultivating new client relationships;
• Ability to collaborate with grace and composure with a diverse team in a fast-paced environment.
• Must be process driven – focused on developing and enhancing existing research and investment processes and frameworks.
• Passion for finance; Sustainable, Responsible, Impact-focus investing; and serving purpose-driven clients from progressive families and individuals to leading non-profits and foundations.

Experience:

• Bachelor’s degree in finance, business-related field; MBA degree and/or CFA or CAIA designation (or progress toward these credentials) preferred. Other degree programs also welcomed.
• 3+ years of experience in a similar role.
• Excellent written and oral communication skills.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft Word, Excel, PowerPoint, Salesforce, Factset, Bloomberg, Morningstar, (Addepar a plus)
• Series 65 exam upon hiring

Why Westfuller?

Westfuller values our team and offers a generous compensation package to support well-being and individual needs, comprised of a base salary and performance bonus.

Culture and Growth

• Collaborative environment focused on continuous learning
• Direct impact on firm's strategic initiatives
• Regular interaction with senior leadership
• Professional development support and mentorship

Comprehensive Benefits

• Competitive base salary with a performance-based bonus
• Full healthcare coverage (medical, dental, vision)
• 401(k) with a generous company match
• Professional certification support
• Flexible PTO and paid holidays
• Modern office environment New York City

Impact

• Opportunity to influence sustainable investing practices
• Work with mission-driven organizations and families
• Contribute to the growth of an innovative wealth management firm

How to Apply
Qualified candidates should submit their resume and a cover letter explaining their interest in Westfuller and relevant experience to People@Westfulleradvisors.com. Westfuller is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.