Job Description
Job Details Job Location SEA - SEATTLE, WA
Salary Range $68000.00 - $78000.00 Salary/year
Description Verus is in search of an
Investment Analyst to join our office in Seattle, WA. We currently have a hybrid work model. Candidates should be process-minded, detail oriented, flexible, and able to work in a fast-paced environment.
The Investment Analyst is primarily responsible for tracking, monitoring and producing Investment Performance Reports, contributing to research, and providing client support.
Essential Functions: - Track and monitor the investment performance of client portfolios:
- Enter client performance data using bank statements or verify imported bank data into proprietary Performance Measurement System.
- Verify current and historical work for correct entry, accuracy, and proper codes.
- Produce quarterly performance reports for client meetings.
- Product monthly updates.
- Create custom spreadsheets and analysis.
- Keep Consultants, research members, and Marketing Coordinator informed of the status of the Performance Reports and other projects.
- Manager Monitoring
- Collect, reconcile and analyze investment manager returns.
- Resolve data issues with custodians and money managers.
- Provide input on portfolio performance/attribution to consultants
Salary: $68,000 - $78,000
Salary offered to candidates is determined by factoring in market pay, internal peer equity, education, credentials, relevant skills and expertise, past employment experience, and geographic pay differentials.
Verus is an independent, institutional investment consulting firm. Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs. Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.
We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; annual discretionary bonus; CFA and other professional certifications sponsorship; parental leave; 13 paid holidays; and 15 days of paid time off the first year of employment.
In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.
Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status.
Qualifications - A bachelor's degree, preferably Finance or Accounting
- CFA Level I candidacy preferred
Job Tags
Work at office, Flexible hours,