Investment Analyst - Portfolio Research & Insights

Whittier Trust Company; Pasadena (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Performance bonus

401(k) with company match

Medical, dental, vision insurance

Job summary

Whittier Trust Company is seeking an Investment Analyst in Pasadena, CA, to support Portfolio Managers by providing portfolio analysis and investment research. Responsibilities include report preparation, trade input, and analytics. The ideal candidate should have advanced Excel and PowerPoint skills, alongside strong communication abilities, with 2+ years of experience preferred. A competitive salary range of $65,000 - $85,000, along with benefits including 401(k) matching and medical plans, is offered.

Qualifications

• 2+ years experience in a related field desired.
• Entry-level position requiring a willingness to learn.
• Experience in portfolio analysis and investment research.

Responsibilities

• Prepare reports for clients and the Investment Department.
• Analyze markets and securities.
• Assist in implementing portfolio changes across accounts.

Skills

Advanced Excel skills

Strong PowerPoint skills

Strong verbal and written communication skills

Time management

Education

Bachelor's degree or better

Tools

FactSet

Bloomberg

Addepar

Job description

Whittier Trust Company is seeking an Investment Analyst in Pasadena, CA, to support Portfolio Managers by providing portfolio analysis and investment research. Responsibilities include report preparation, trade input, and analytics. The ideal candidate should have advanced Excel and PowerPoint skills, alongside strong communication abilities, with 2+ years of experience preferred. A competitive salary range of $65,000 - $85,000, along with benefits including 401(k) matching and medical plans, is offered.