Family Office Investment Research Analyst

Investment Research Analyst

Seattle, WA

Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are looking for a skilled Investment Research Analyst to become part of their team, collaborating closely with the Director of Investment Management and the CIO. The ideal candidate for the Investment Research Analyst role will be a highly motivated team player who embodies the Firm’s Core Values. This position offers a great opportunity to influence the success of the firm.

Their mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events and enhancing their positive impact on their communities and the world. If you possess a relentless drive to succeed and align with this vision, we encourage you to apply!

Requirements

The Investment Research Analyst is responsible for assisting the advisory team and ensuring timely responses to client inquiries regarding investment information. The ideal candidate will be adept at collecting data from a variety of sources, including internal investment platforms, research analysts, portfolio management teams, and written or digital news outlets. As a key member of the Investment Team, this role focuses on tasks related to client interactions concerning investment matters. These duties include both indirect and direct communication with clients—indirect tasks such as preparing client reports, presentation materials, research summaries for advisors and clients, and quarterly updates, as well as direct tasks such as in-person meetings, phone calls, and written correspondence. Additional responsibilities involve conducting research on portfolio performance, investment strategies, manager searches, and technology, along with providing support for trading and investment operations. A key component of the role also involves supporting family advisors.

• 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 Analysis and Communication : Analyze individual client portfolios and effectively communicate insights to clients and / or advisors.
• Responsible for the creation, formatting, and distribution of client reports, such as performance summaries, attribution analysis, and investment insights.
• Prepare reports on cash positions, review cash positions, and share findings with the advisory and client service teams for feedback and input.
• Collaboration with Portfolio Analyst : Work with the Portfolio Analyst to monitor and assess client portfolios regularly, providing actionable recommendations to clients or the advisory team.
• Client Communication : Maintain communication with clients regarding capital markets, investment environments, and specific portfolio insights.
• Attend client meetings to provide updates and present investment strategies.
• Ad Hoc Research and Reporting : Handle special client research requests and offer investment recommendations tailored to their needs.
• Manage and organize client information related to their investment portfolios.
• Use various investment platforms and tools to generate detailed client reports.
• 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 commentary on fixed income investments and strategies.
• Respond to ad hoc requests by generating customized reports.
• Complete necessary consultant questionnaires and ensure the accuracy of internal data.
• Process Improvement : Identify and implement strategies to streamline department processes and improve operational efficiency.
• Market Research and Awareness : Stay up to date on capital market trends and engage with asset managers and research firms to stay informed about market developments that could impact client portfolios or future investments.
• Contributions to Research and Investment Strategy : Provide valuable research insights and analysis, contributing investment ideas and content for investment committee meetings.
• Regularly review systems and processes to recommend and implement best practices and continuous improvement.
• Continuous Process and System Improvements : Identify opportunities for enhancing or automating processes and systems to improve efficiency and reduce manual tasks.

Benefits