What are the responsibilities and job description for the Investment Analyst position at Threadline Wealth?
The Investment Analyst is a member of the Investment Team and supports the firm’s investment reporting, research, documentation, and due diligence processes across public-market and alternative investments.
This role is responsible for producing accurate and timely investment materials, maintaining organized and reliable investment data and documentation, coordinating due diligence activities, and responding to information requests from advisors and other internal stakeholders. The Investment Analyst also supports Investment Committee reporting, private investment communications, client proposals, retirement plan research, and trading operations.
The position is well suited for an individual who takes ownership of detailed work, follows through consistently, and enjoys improving processes. It provides meaningful exposure to portfolio management, investment research, alternative investments, manager due diligence, and advisor-facing investment communications.
This position is based in Bellevue, Washington. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1-3 days per month. Remote work flexibility is supported, along with occasional travel. This position is classified as a fulltime, exempt position under applicable wage and hour laws.
This role is responsible for producing accurate and timely investment materials, maintaining organized and reliable investment data and documentation, coordinating due diligence activities, and responding to information requests from advisors and other internal stakeholders. The Investment Analyst also supports Investment Committee reporting, private investment communications, client proposals, retirement plan research, and trading operations.
The position is well suited for an individual who takes ownership of detailed work, follows through consistently, and enjoys improving processes. It provides meaningful exposure to portfolio management, investment research, alternative investments, manager due diligence, and advisor-facing investment communications.
This position is based in Bellevue, Washington. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1-3 days per month. Remote work flexibility is supported, along with occasional travel. This position is classified as a fulltime, exempt position under applicable wage and hour laws.