What are the responsibilities and job description for the Investment Analyst and Trader position at Coldstream Wealth Management?

Job Description

Are you looking for an opportunity to utilize your trading experience and advance your portfolio management career? Do you enjoy research, data analysis and presentation, and collaboration?

Coldstream is seeking an Analyst to work closely with our firmwide Investment Strategy Group (ISG) and report to the Chief Investment Officer.

This is a hybrid role, working in our Bellevue office 2 days per week. During the training period (first month or so) there will be additional days in the Seattle office - tentatively Mondays and Fridays.

Why Coldstream?

Career Development : We invest in your future with abundant opportunities for professional growth and multiple career paths to choose from.
Collaborative Culture : Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun. We encourage you to bring your full self and make an impact.
Work-Life Balance : We have a supportive environment that values work-life integration.

You will contribute by :

Providing research and analysis to assist ISG in its asset allocation and manager selection decisions

Collaborating with the CIO to prepare quarterly investment outlook presentations

Updating economic and market metrics and presenting them to ISG

Assisting in the preparation and organization of ISG's quarterly webcasts

Performing attribution analysis on Coldstream's model portfolios

Researching mutual funds in various asset classes

Participating in the ongoing monitoring of mutual funds, separately managed accounts, and private funds

Preparing data sheets for Coldstream's internal SMAs

Scheduling, attending, and documenting meetings with mutual funds, SMAs, and private fund managers

Serving as the liaison between asset managers' investor relations staff and ISG

Attending weekly and monthly ISG meetings, as well as the meetings of its various committees; creating and distributing meeting minutes

Ensuring that ISG due diligence efforts are properly documented and distributed

Collaborating with the CIO and our Wealth Strategy Group to implement a combined vision and consistency in investment-related communications

What you bring :

A Bachelor's degree in economics, finance, or a related field

1-2 years of experience as an analyst with an RIA, asset manager, consulting firm, or similar

1-2 years of trading experience; experience with Tamarac is a plus

High proficiency with Excel, PowerPoint, Outlook, and Word

Strong written and verbal communication skills

Excellent organizational skills, including the ability to juggle multiple tasks and deadlines independently

Experience with Bloomberg and / or Morningstar is preferred

Series 65 (waived if you have the CFA); CFA or progress towards CFA is a plus

Knowledge of private investments is a bonus

Benefits :

Coldstream Wealth Management is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high-net-worth individuals and families. Coldstream was founded in 1996 and has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, AK; learn more at www.coldstream.com.

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $70k and $85k plus an annual bonus and a generous benefits package.

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members :

Pay : Competitive base salary plus annual bonus

Benefits : Fully paid premiums for medical / dental / vision, short-term and long-term disability, and life insurance

401(k) : 100% company match up to 4% of your annual pay

Stock : Opportunity to purchase equity and become an owner of the firm

Paid Time Off : 16-26 days per year depending on tenure - plus 10 holidays and an extra paid day off to do volunteer work

Career development : 100% training / certification / licensing / dues reimbursement and a formal mentoring program

Parking : heavily subsidized parking or free transit pass

Wellness reimbursement

Anniversary bonuses and sabbaticals every 10 years

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Salary : $70,000 - $85,000

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