What are the responsibilities and job description for the Operations and Portfolio Management Associate position at HARBOUR INVESTMENT MANAGEMENT, L.L.C.?
Company Description
HARBOUR INVESTMENT MANAGEMENT, L.L.C. is a registered investment advisor focusing on wealth management and financial planning based out of Edmonds, Washington, and Portland, Oregon.
Role Description
This is a full-time on-site role for an Operations and Portfolio Management Associate at HARBOUR INVESTMENT MANAGEMENT, L.L.C. The Associate will be responsible for tasks related to analytical skills, investments, financial modeling, portfolio management, and asset management. The ideal candidate would be a recent graduate who would like to get some experience in the wealth management area.
Qualifications
- Analytical Skills and Financial Modeling
- Strong Excel and Computer skills
- Experience in Investments and Portfolio Management
- Asset Management expertise
- Strong quantitative and qualitative analysis capabilities
- Excellent organizational and multitasking abilities
- Bachelor's degree in Finance, Economics, or related field
- Relevant certifications (CFA, CPA) are a plus