Job Information
Verus Portfolio Management Analyst & Trader in Seattle, Washington
Verus is in search of a Portfolio Management Analyst & Trader to join our office in Seattle, WA. Our office culture is one that values in-person collaboration and interaction. We have implemented a hybrid work policy that strongly encourages working from the office, as we believe it fosters a more collaborative and dynamic work environment. The successful candidate will have at least two years of experience in trading and/or investment portfolio analytics. Candidates must be organized, have strong analytical skills, and be exceptionally detail and process orientated.
The Portfolio Management Analyst & Trader is primarily responsible for modeling multi-asset class portfolios, building custom analyses as needed, and supporting the portfolio management team in the ongoing management of client portfolios. The PMAT will have significant ownership of the monthly rebalancing process across most client portfolios, under oversight of client portfolio managers, and will be a lead trader on many accounts, partnering with operations to effectively communicate with custodians, brokers, asset managers and fund companies to ensure timely transactions.
Primary responsibilities will include:
- Build, maintain, improve and conduct portfolio modeling in support of the portfolio management team's investment decision making processes;
- Consistently work to make portfolio management processes and tools more efficient and scalable, identifying possible efficiencies and building solutions to eliminate them;
- Serve as a lead trader on assigned client accounts; ensure flawless portfolio management and trading with zero failures impacting clients.
Future career development opportunities exist within the portfolio management team along trading and operational aspects and/or portfolio design/management.
Prerequisites:
- Bachelor's Degree required;
- CFA charter holder (or progression towards achieving the designation);
Strong technical capabilities and exceptional attention to detail
Salary:
$70,000 - $90,000 DOE
The base salary range in this job posting represents the low and high end of the anticipated salary range for this specific position and its unique job function within a specific job category. Salary offered to candidates is determined by factoring in market pay for the job function and job category, internal peer equity, education, credentials, relevant skills and expertise, past employment experience, and geographic pay differentials.
Verus is an independent, institutional investment consulting firm. Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs. Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.
We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; annual discretionary bonus; CFA and other professional certifications sponsorship; parental leave; 13 paid holidays; and 15 days of paid time off the first year of employment.
In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy a