Description
Parcion Private Wealth is looking for a dynamic team member to help our firm execute its promise to help clients reach their goals and aspirations. We are seeking an experienced Investment Research Analyst to join our firm, working directly with the Director of Investment Management and CIO. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.At Parcion we partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations. We help them get clear and think bigger about what’s next. Keeping more of what they’ve built for themselves, their family, and the causes they care about.
Requirements
The Investment Research Analyst position is primarily responsible for supporting the advisory team and servicing client requests for investment information in a timely manner. The successful candidate will be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and written/electronic news publications. As part of the Investment Team, this role is primarily responsible for client related tasks as they pertain to investment topics.
The tasks include communication with clients – indirect (preparing client information, presentation materials, research info for advisors & clients, and quarterly updates); and direct (in-person meetings, client calls, and written correspondence). Additional duties include research (client portfolio performance, investment ideas, manager searches, and technology); and providing backup support for trading and investment operations. Supporting family advisors is also a key attribute in the role.
- 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 research/communication
- Activities include analyzing individual client portfolios and communicating findings to clients and/or advisors
- Responsible for formatting, generating, and distributing client reports – performance, attribution, insights, etc.
- Prepare cash reports, review cash positions, and disseminate to advisory and client service teams for input
- Coordinate with Portfolio Analyst to monitor and review client portfolios regularly to make recommendations to clients &/or advisory team.
- Client communication related to capital markets, investing environment, and individual portfolio insights
- Participate in client meetings to impart recommendations and investment information
- 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 investment commentaries for fixed income products
- Generate customized responses/reports to ad hoc requests
- Complete consultant questionnaires
- Verify internal data output to ensure accuracy
- Develop ways to streamline departmental process
- Stay informed on capital markets and meet with representatives from asset managers and research firms to gain a better understanding of market conditions and domestic and global developments that may impact client account balances or future investments.
- Contribute research insights & analysis, provide investment ideas, content creation for IC meetings. Regularly observes systems for best improvement processes and best practice improvements.
- Identifies areas of improvement – processes/systems - automated or streamlined.
Benefits
Additional Details, Benefits, and Perks
- Full-time position / exempt status
- Competitive salary and incentive bonus structure
- Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
- Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k): 100% company match up to 3% of your annual pay
- Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs.
- Parking available
- Wellness reimbursement
- Regular team off-sites, events, including an annual team retreat
- Access to Parcion Family Office Network vendors and preferred pricing discounts
Salary Range $85,000-$120,000In terms of salary 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 salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations.About Parcion Private Wealth:11980 NE 24th St. Suite 210Bellevue, WA 98005www.parcionpw.comParcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics.
In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.
