Wealth Manager​/Research Analyst

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Talent Acquisition & Business Development @ Next Level Recruiting | Investment Banking | Private Equity | Family Office | Wealth Management | Tax

Wealth Manager/Research Analyst

Seattle, WA

Our client is a well-established, growing wealth management firm (RIA) that works with HNW/Family Office/Institutional funds. We are looking for an experienced Investment Research Analyst/Wealth Manager to become part of their team, collaborating closely with the US Large Cap Growth team.

The ideal candidate for the Investment Research Analyst role will be a highly motivated team player who embodies the firm’s core values. This position offers a great opportunity to influence the success of the firm.

Our client takes a specific approach to investment management, which starts with its in-house research & investment team. They have a deep bench of analysts who cover the equity and fixed income markets, allowing our clients around-the-clock monitoring when there’s a specific market event or issue.

Requirements & Responsibilities

The Investment Research Analyst is responsible for assisting the advisory team and ensuring timely responses to client inquiries regarding investment information. The ideal candidate will be adept at collecting data from various sources, including internal investment platforms, research analysts, portfolio management teams, and written or digital news outlets. As a key member of the Investment Team, this role focuses on tasks related to client interactions concerning investment matters.

These duties include both indirect and direct communication with clients—indirect tasks such as preparing client reports, presentation materials, research summaries for advisors and clients, and quarterly updates, as well as direct tasks such as in-person meetings, phone calls, and written correspondence. Additional responsibilities involve conducting research on portfolio performance, investment strategies, manager searches, and technology, along with providing support for trading and investment operations.

• 5+ years experience in a similar role; CFA; entrepreneurial mindset.

• Research analysts must have knowledge of financial markets, investment acumen, willingness to learn, congenial demeanor, and be a team player. This role will communicate, coordinate, and support the investment team’s interactions with other departments – client service, operations, and family advisors/wealth planners.

• Wealth Management Analysis and Communication: Analyze individual client portfolios and effectively communicate insights to clients and/or advisors.

• Responsible for the creation, formatting, and distribution of client reports, such as performance summaries, attribution analysis, and investment insights.

• Client Communication: Maintain communication with clients regarding capital markets, investment environments, and specific portfolio insights.

• Attend client meetings to provide updates and present investment strategies.

• Ad hoc Research and Reporting: Handle special client research requests and offer investment recommendations tailored to their needs.

• Manage and organize client information related to their investment portfolios.

• Use various investment platforms and tools to generate detailed client reports.

• Market Research and Awareness: Stay up to date on capital market trends and engage with asset managers and research firms to stay informed about market developments that could impact client portfolios or future investments.

• Contributions to Research and Investment Strategy: Provide valuable research insights and analysis, contributing investment ideas and content for investment committee meetings.

• Regularly review systems and processes to recommend and implement best practices and continuous improvement.

• Continuous Process and System Improvements: Identify opportunities for enhancing or automating processes and systems to improve efficiency and reduce manual tasks.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Analyst, Finance, and Research

Industries

Financial Services, Investment Advice, and Investment Management

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