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Description
LOCATION: SEATTLE, WA OR SAN FRANCISCO, CA
The Investment Analyst position combines investment research, asset allocation, and portfolio/risk management skills, with a focus on researching and underwriting private capital strategies (i.e. private equity, venture capital, etc.) (including impact investment strategies). Primary responsibilities include source and diligence investment strategy ideas, monitor existing portfolio investments, maintain domain expertise in the private markets, build and maintain strong relationships within the industry, contribute to portfolio and risk management efforts, and work closely with Client Service colleagues and external clients. As part of the large investment team, the Investment Analyst positions partners with the Chief Investment Officer, Chief Impact Officer, Senior Director of Manager Research, Portfolio Management & Investment Committee (PMIC), as well as our clients and client facing professionals.
YOUR ROLE AND RESPONSIBILITIES:
MORE ABOUT YOU:
Candidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and have the ability to perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner.
OUR TEAM:
You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.
We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach.
OUR COMPENSATION AND BENEFITS:
We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance. We offer excellent benefits including medical, dental and vision coverage, generous time off, flexible spending plans for health care and dependent care, 401(k) plan, educational reimbursements, and more.
ABOUT US:
Laird Norton Wealth Management (headquartered in Seattle) & Wetherby Asset Management (headquartered in San Francisco with offices in New York and Los Angeles) recently combined to expand and enhance the exceptional wealth management and trust services we offer wealthy individuals, families and institutions throughout the nation. The firm is the result of a merger between two industry leading independent advisory firms and combines the entrepreneurial spirit of broad employee ownership with the stability and long-term vision that comes being part of a seventh-generation family enterprise. Our firms share a client-centric culture, a commitment to teamwork, and a business mindset that asks: what is best for our clients, best for our employees and best for the communities in which we work? Combined, we manage more than $15 billion in assets and our 180 employees deliver a holistic and integrated set of services including investment management, wealth planning and trust and estate administration.
ADDITIONAL INFORMATION:
Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.
The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).
Full Time
06/12/2022
12/07/2022
The job skills required for Investment Analyst include Planning, Wealth Management, Due Diligence, Economics, Underwriting, Investment Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Analyst positions, which can be used as a reference in future career path planning. As an Investment Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Analyst. You can explore the career advancement for an Investment Analyst below and select your interested title to get hiring information.