What are the responsibilities and job description for the Research Associate position at Empirical Wealth Management?
Seattle, WA
Job Type: Full Time
Job Location: Bellevue WA Irvine CA Newport Beach CA Portland OR Seattle WA
Job Description For Research Associate
Empirical is an independent RIA managing over $6 billion in AUM and operating with offices in Washington, Oregon, California, Alaska, and Texas. Empirical provides financial guidance and execution of an integrated strategy of investments tax financial planning to high-net-worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth.
Empirical Wealth Management is one of the fastest growing financial services firms on the West Coast, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value.
We are seeking a talented Research Associate to join the firm. In this role, you will work primarily with the investment team, financial advisors, and clients. You should feel comfortable talking directly with clients.
Key Responsibilities
Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high-performance, no-excuse team of 100 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
Job Type: Full Time
Job Location: Bellevue WA Irvine CA Newport Beach CA Portland OR Seattle WA
Job Description For Research Associate
Empirical is an independent RIA managing over $6 billion in AUM and operating with offices in Washington, Oregon, California, Alaska, and Texas. Empirical provides financial guidance and execution of an integrated strategy of investments tax financial planning to high-net-worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth.
Empirical Wealth Management is one of the fastest growing financial services firms on the West Coast, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value.
We are seeking a talented Research Associate to join the firm. In this role, you will work primarily with the investment team, financial advisors, and clients. You should feel comfortable talking directly with clients.
Key Responsibilities
- Supporting the investment research process.
- Gathering and analyzing data
- Reading and summarizing academic and industry research
- Conducting due diligence on private/alternative investments
- Performance calculation and reporting
- Analysis of client and prospect securities/portfolios
- Assisting the CIO and Investment Team in evaluating new investments/strategies
- Communicating internally and externally about investment markets, strategies, and broader economic trends and insights
- Assisting in the development and maintenance of marketing materials and internal investment tools
- 2 – 10 years work experience in finance and investments required
- Bachelor’s degree in Finance, Economics or Statistics or related subject preferred; Master’s degree is a plus
- Obtained, or progress towards, CFA and/or CAIA strongly encouraged
- Ability to do independent research and strong attention to detail
- Excellent written and verbal communication skills. The ability to communicate clearly and effectively is critical to the position
- Advanced knowledge of Microsoft Excel
- Friendly, strong desire to learn, and ability to take direction
- Ability to work in a team environment
- Competitive salary, opportunities to participate in client asset growth, as well as bonus potential
- Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
- 401(k) Plan with match
Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high-performance, no-excuse team of 100 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
