Investment Associate

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 is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

Position Summary

The primary responsibility of the Investment Analyst is to support Portfolio Managers and other members of the Investment Department. The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research markets and securities, plan and input trades, and prepare research reports and client documents. The position requires advanced computer, analytical and communication skills. The candidate will support, and be mentored by multiple senior team members.

Primary Responsibilities

• Report Preparation
  • Prepare reports to communicate with clients, networking contacts, prospects and the Investment Department
  • Create, update and analyze investment performance reports
• Generate custom reports to help Portfolio Managers monitor client accounts
• Assist in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
• Assist in providing oversight to ensure trades are made in accordance with client investment policy statements
• Investment Research
  • Analyze markets and securities
  • Create and update equity, fixed income, and economic research charts
• Trade Input
  • Assist in implementing portfolio changes across accounts

Desired Skills / Experience

• 2 plus years’ experience in related field desired but NOT this is an entry-level position.
• Advanced Excel skills with an emphasis on building formula-driven workbooks and models
• Strong PowerPoint skills with an emphasis on designing high-quality deliverables
• Ability to quickly learn new software and systems
• Experience with FactSet and Bloomberg desired but not essential.
• Experience with Addepar desired but not essential.
• Strong verbal and written communication skills
• Demonstrated experience in time management and deliverables

Compensation

A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.

Base salary range: $65,000 - $85,000.

Education

Bachelors or better.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.