As a member of Pacific Portfolio's Investment Management & Research team, the Research Analyst assumes a primary role in the analysis of capital markets, asset classes, investment managers, and investment strategies in support of the firm’s Investment Committee and/or Chief Investment Officer. Further responsibility extends to the management of client portfolios to which the Analyst has been assigned, in conjunction with the Investment Committee, CIO, or Advisor, as applicable.
Perform research and analysis on markets, asset classes, managers, and strategies, as assigned by the CIO or CEO/Chairman of the Investment Committee
Support the overall success of the Company’s research offering by providing complete, timely, and accurate monitoring, analysis, and internal and external reporting on assigned asset classes and managers
Contribute to production of research-related presentation materials for prospective and current clients, including the quarterly economic and capital market presentation, quarterly newsletter, manager searches, and other materials to effectively communicate with prospects and clients as assigned by CEO/Chairman of the Investment Committee or CIO
Perform client-specific analysis in support of the firm’s Advisors to facilitate the oversight and management of wealth management and institutional client relationships as assigned
Assist in preparation of presentations for new client solicitations and participate in such presentations as requested
Manage assigned pooled portfolio clients in accordance with each client’s policy and objectives and in accordance with the firm’s philosophy and standards in conjunction with the CIO
Experience: 1-3 years investment research or related experience required
Education: Bachelor’s Degree; advanced education a plus; progress towards CFA designation or willingness to pursue
Proficient in written and verbal communication of complex financial and investment topics
Series 65 licensing (can be completed post-hire)
About Pacific Portfolio
Founded in 1992, Pacific Portfolio Consulting is one of the largest independent investment advisory firms in the Pacific Northwest, currently advising a wide variety of institutional and private clients with total assets under advisement of more than $3.6 billion. Reflecting our belief that the only way to provide truly independent guidance and advice is to operate in a conflict-free environment, the firm has, since its founding, operated as a fee-only advisory service with no affiliations to any money manager, broker/dealer, or insurance company and no with proprietary products.