Job Description
We’re seeking a future team member for the role of Senior Specialist, Wealth Portfolio Management to join our Wealth Management team. This role is located in Seattle, WA.
In this role, you’ll make an impact in the following ways:
- Support the design, construction, and ongoing management of discretionary and advisory portfolios for wealth clients, applying knowledge of asset allocation, security selection, and portfolio construction frameworks.
- Conduct ongoing portfolio analysis and monitoring by evaluating performance, risk exposures, guideline adherence, and market developments to ensure portfolios remain aligned with client objectives and firm standards.
- Implement portfolio decisions by preparing and executing trades, rebalancing portfolios, and coordinating with trading and operations teams to ensure accurate, timely, and efficient execution in line with internal controls and regulatory requirements.
- Provide investment insight and portfolio-related support to relationship and advisory teams by preparing portfolio reviews, client-ready materials, and analytics that clearly communicate strategy, performance, and positioning.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent work experience.
- Typically 2-5 years of experience in portfolio management, investment research, portfolio analytics, or a related field.
- Progress toward or attainment of a professional designation such as CFA or CAIA preferred.
- Strong portfolio analytics, investment research, and risk assessment skills, with the ability to interpret performance, attribution, and portfolio risk data.
- Proficiency with portfolio management systems, market data tools, and Excel or similar analytical applications.
- Effective communication and collaboration skills to translate investment analysis into clear insights for internal partners and operate in a control-focused, client-centric environment.
- Relevant regulatory licenses may be required based on jurisdiction and product set.
