What are the responsibilities and job description for the Portfolio Analyst position at Coldstream Wealth Management?
Job Description
Job Description
We are seeking an Analyst to work closely with Coldstream's Investment Strategy Group (ISG) - several Portfolio Managers and the Chief Investment Officer. The analyst will report to the CIO and collaborate with all members of the ISG in researching, analyzing data, monitoring investments, and preparing reports.
We provide a collegial environment where you will be rewarded for taking initiative, collaborating, and having fun while doing it. This is a hybrid role in Bellevue working in 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.
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 the quarterly ISG Investment Outlook presentation
- Updating economic and market metrics and presenting them to ISG
- 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
- Assisting in the preparation and organization of ISG's quarterly webcasts
- 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
- Supporting the CIO in collaborating with our Wealth Strategy Group to implement a combined vision and achieve consistency in investment-related communications
What you bring :
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.
Why Coldstream?
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 - $80k 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 :
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 - $80,000
