Investment Research Analyst at Parcion Private Wealth – Bellevue, Washington, United States
Job Description
Parcion Private Wealth is looking for a dynamic team member to help our firm execute its promise to help clients reach their goals and aspirations. We are seeking an experienced Investment Research Analyst to join our firm, working directly with the Director of Investment Management and CIO. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
Requirements
The Investment Research Analyst position is primarily responsible for supporting the advisory team and servicing client requests for investment information in a timely manner. The successful candidate will be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and written/electronic news publications. As part of the Investment Team, this role is primarily responsible for client related tasks as they pertain to investment topics. The tasks include communication with clients – indirect (preparing client information, presentation materials, research info for advisors & clients, and quarterly updates); and direct (in-person meetings, client calls, and written correspondence). Additional duties include research (client portfolio performance, investment ideas, manager searches, and technology); and providing backup support for trading and investment operations. Supporting family advisors is also a key attribute in the role.
- 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.
- Client portfolio research/communication
- Activities include analyzing individual client portfolios and communicating findings to clients and/or advisors
- Responsible for formatting, generating, and distributing client reports – performance, attribution, insights, etc.
- Prepare cash reports, review cash positions, and disseminate to advisory and client service teams for input
- Coordinate with Portfolio Analyst to monitor and review client portfolios regularly to make recommendations to clients &/or advisory team.
- Client communication related to capital markets, investing environment, and individual portfolio insights
- Participate in client meetings to impart recommendations and investment information
- Ad hoc client research requests and investment recommendations
- Administers client information related to investment portfolio
- Utilize various investment systems and analytical tools to produce client reports
- Create client books used in portfolio review meetings
- Write quarterly investment commentaries for fixed income products
- Generate customized responses/reports to ad hoc requests
- Complete consultant questionnaires
- Verify internal data output to ensure accuracy
- Develop ways to streamline departmental process
- Stay informed on capital markets and meet with representatives from asset managers and research firms to gain a better understanding of market conditions and domestic and global developments that may impact client account balances or future investments.
- Contribute research insights & analysis, provide investment ideas, content creation for IC meetings. Regularly observes systems for best improvement processes and best practice improvements.
- Identifies areas of improvement – processes/systems – automated or streamlined.
