Family Office Investment Research Analyst

Next Level Recruiting, LLC; Seattle (WA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Generous paid time off

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Career development opportunities

Parking available

Wellness reimbursement

Job summary

An established industry player is seeking a motivated Investment Research Analyst to join their dynamic team. This role offers a unique opportunity to support wealth creators and enhance their impact on communities through strategic investment insights. As part of a collaborative environment, you'll engage with clients, conduct in-depth research, and prepare comprehensive reports that drive investment decisions. If you're passionate about finance and ready to make a difference, this position could be your next great career move. Join a firm that values innovation and professional growth, and contribute to shaping the future of investment management.

Qualifications

• Strong understanding of financial markets and investment strategies.
• Excellent communication skills and ability to collaborate effectively.

Responsibilities

• Assist advisory team with client inquiries and investment information.
• Conduct research on portfolio performance and investment strategies.
• Prepare client reports and presentations for investment committee meetings.

Skills

Knowledge of financial markets

Strong communication skills

Team player

Job description

Family Office Investment Research Analyst

Location: Seattle, WA

Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are looking for a skilled Investment Research Analyst to become part of their team, collaborating closely with the Director of Investment Management and the CIO. The ideal candidate will be a highly motivated team player who embodies the Firm’s Core Values. This position offers a great opportunity to influence the success of the firm.

Their mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events and enhancing their positive impact on their communities and the world. If you possess a relentless drive to succeed and align with this vision, we encourage you to apply!

Responsibilities

• Assist the advisory team and ensure timely responses to client inquiries regarding investment information.
• Collect data from various sources, including internal investment platforms, research analysts, portfolio management teams, and news outlets.
• Prepare client reports, presentation materials, research summaries, and quarterly updates.
• Conduct research on portfolio performance, investment strategies, and technology.
• Support family advisors and maintain communication regarding capital markets and investment insights.
• Attend client meetings to provide updates and present investment strategies.
• Handle special client research requests and offer tailored investment recommendations.
• Utilize various investment platforms and tools to generate detailed client reports.
• Identify and implement strategies to streamline department processes and improve operational efficiency.
• Stay updated on capital market trends and engage with asset managers and research firms.
• Contribute valuable research insights and analysis for investment committee meetings.

Requirements

• Knowledge of financial markets and investment acumen.
• Strong communication skills and a congenial demeanor.
• Ability to work effectively as a team player.

Benefits

• Competitive salary and incentive bonus structure.
• Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k).
• Career + Professional Development opportunities.
• Parking available and wellness reimbursement.
• Regular team off-sites and access to Family Office Network vendors.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Analyst, Finance, and Research

Industries

Financial Services, Investment Advice, and Investment Management