We are seeking an Analyst to work closely with Coldstream’s Investment Strategy Group (ISG) - several Portfolio Managers and the Chief Investment Officer. The analyst will report to the CIO and collaborate with all members of the ISG in researching, analyzing data, monitoring investments, and preparing reports.
We provide a collegial environment where you will be rewarded for taking initiative, collaborating, and having fun while doing it. This is a hybrid role in Bellevue working in office 2 days per week. During the training period (first month or so) there will be additional days in the Seattle office - tentatively Mondays and Fridays.
You will contribute by:
- Providing research and analysis to assist ISG in its asset allocation and manager selection decisions
- Collaborating with the CIO to prepare the quarterly ISG Investment Outlook presentation
- Updating economic and market metrics and presenting them to ISG
- Performing attribution analysis on Coldstream’s model portfolios
- Researching mutual funds in various asset classes
- Participating in the ongoing monitoring of mutual funds, separately managed accounts, and private funds
- Preparing data sheets for Coldstream’s internal SMAs
- Assisting in the preparation and organization of ISG’s quarterly webcasts
- Scheduling, attending, and documenting meetings with mutual funds, SMAs, and private fund managers
- Serving as the liaison between asset managers’ investor relations staff and ISG
- Attending weekly and monthly ISG meetings, as well as the meetings of its various committees; creating and distributing meeting minutes
- Ensuring that ISG due diligence efforts are properly documented and distributed
- Supporting the CIO in collaborating with our Wealth Strategy Group to implement a combined vision and achieve consistency in investment-related communications
Experience and Skills:What you bring:
- A Bachelor’s degree in Economics, Finance, or a related field
- 1-2 years of experience as an analyst with an RIA, asset manager, consulting firm, or similar firm; knowledge of private investments is preferred
- 1-2 years of trading experience; experience with Tamarac is a plus
- High proficiency with Excel, PowerPoint, Outlook, and Word
- Strong written and verbal communication skills
- Excellent organizational skills, including the ability to juggle multiple tasks and deadlines independently
- Experience with Bloomberg and/or Morningstar is preferred
- Series 65 (waived if you have the CFA); CFA or progress towards CFA is a plus
Job Benefits:
Coldstream Wealth Management is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high-net-worth individuals and families. Coldstream was founded in 1996 and has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, AK; learn more at www.coldstream.com.
Why Coldstream?
- Career Development: We invest in your future with abundant opportunities for professional growth and multiple career paths to choose from.
- Collaborative Culture: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun. We encourage you to bring your full self and make an impact.
- Work-Life Balance: We have a supportive environment that values work-life integration.
In terms of pay 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 pay typically starts between $70k - $80k plus an annual bonus and a generous benefits package.
As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:
- Pay: Competitive base salary plus annual bonus
- Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k): 100% company match up to 4% of your annual pay
- Stock: Opportunity to purchase equity and become an owner of the firm
- Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
- Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
- Parking: heavily subsidized parking or free transit pass
- Wellness reimbursement
- Anniversarybonuses and sabbaticals every 10 years
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.
