Investment Associate

InforCapital, partnership; Pasadena (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Performance bonus

Equity consideration

Excellent medical and retirement plans

Job summary

Whittier Trust Company in Pasadena, CA is seeking an Investment Associate to support Portfolio Managers and the Investment Department. This entry-level role involves reporting, portfolio analysis, and investment research.

The ideal candidate has advanced analytical skills, strong Excel and PowerPoint abilities, and at least two years of relevant experience.

A competitive compensation package is offered, including salary, bonuses, and benefits.

Qualifications

• Strong analytical skills for investment research and portfolio analysis.
• Advanced Excel skills with emphasis on formula-driven workbooks.
• Excellent communication skills for client interactions.

Responsibilities

• Prepare investment reports for clients and the investment team.
• Conduct portfolio analysis and generate custom reports.
• Perform investment research covering various markets and securities.

Skills

Advanced computer skills

Analytical skills

Communication skills

Strong Excel skills

PowerPoint skills

Job description

# Investment AssociateWhittier Trust CompanyAnalystFamily OfficeFull-timeLocationPasadena, United StatesDate PostedJune 3, 2026RegionCaliforniaStay ahead of the marketGet instant notifications when new job openings matching "Family Office / Analyst jobs in Pasadena, United States" are published.## About This RoleWhittier Trust Company is the oldest privately owned multi-family office headquartered on the West Coast, providing highly customized investment solutions and exceptional client service for high-net-worth individuals and their families. The firm offers investment management, fiduciary, philanthropic, and family office services, guided by a century-long history of entrepreneurship and a consulting approach tailored to complex family situations.The Investment Associate (Investment Analyst) will support Portfolio Managers and other members of the Investment Department. Primary responsibilities include report preparation for clients, prospects, and the Investment Department; portfolio analysis including generating custom reports to monitor client accounts and ensuring portfolios reflect Whittier Trust's sector and security outlook; investment research covering markets and securities including equity, fixed income, and economic research; and trade input assisting with implementing portfolio changes across accounts.The position requires advanced computer, analytical, and communication skills. Strong Excel skills with an emphasis on formula-driven workbooks and models are essential, along with strong PowerPoint skills for designing high-quality presentations. A competitive compensation package is offered including base salary, performance bonus, equity consideration, and excellent medical and retirement plans.The ideal candidate will be a motivated team player who can contribute to a flat, nimble organization known for low turnover and high employee engagement. Two-plus years of experience in a related field is desired but this is considered an entry-level position.Apply for this Position