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This is an exciting opportunity for an aspiring investment professional to kick-start their career at one of the most successful independent wealth advisors in Seattle. We are seeking an individual with a passion for investing who is a self-starter with a keen attention to detail. Our fast-paced environment and collaborative team of seasoned experts will help you build the skills you need to progress in a career in wealth and investment management.
Responsibilities
- Account Onboarding – Setting up new accounts and performing ongoing maintenance within our portfolio management system to ensure the integrity of account and portfolio data
- Data Management – Updating data in our reporting and portfolio management systems, including security classifications, cash reserves, price alerts, and margin values
- Trading – Supporting portfolio management team with trade modeling and execution
- Liquidity Management – Responsible for monitoring daily capital flows, communicating transactions to advisors, making necessary portfolio adjustments, and tracking through completion
- Reconciling portfolio data, including trading activity and cost-basis information
- Collaborating daily with portfolio managers, investment analysts, custodians, advisors, and client service associates
- Assisting with ad hoc administrative and research projects; responding to task requests from team members in a timely and accurate manner; following up to ensure completion
Qualifications
- Four-year college degree in finance, economics, accounting, or a related area of study
- At least two years of relevant professional experience working in an operationally driven environment is preferred
- Investment and/or wealth management experience is strongly preferred
- Experience with Envestnet/Tamarac, Morningstar, Bloomberg, and trading platforms desired
- Proficiency in Microsoft Office Suite, with expertise in advanced Excel functionality
- Prior experience and exposure to trading is preferred but not required
