Are you a financial professional ready to support portfolio management with an independent wealth advisor making waves in the Pacific Northwest? We're seeking a detail-oriented self-starter who thrives in dynamic environments and is passionate about investing. Our collaborative, fast-paced environment and diverse team of seasoned experts will help you build the skills you need to progress in a career in wealth and investment management.
What You'll Do:
Account Onboarding: Set up new accounts and perform ongoing maintenance within our portfolio management system to ensure the integrity of account and portfolio data.
Data Management: Update data in our reporting and portfolio management systems, including security classifications, cash reserves, price alerts, and margin values. Reconcile data, including trading activity and cost basis information.
Trading: Support the portfolio management team by modeling, communicating, and executing trades.
Liquidity Management: Responsible for monitoring daily capital flows, communicating transactions to advisors, making necessary portfolio adjustments, and tracking through completion.
Reporting: Support portfolio managers and wealth managers by reconciling performance questions and producing custom reports.
Investment Analysis: As a non-voting member of the Investment Committee, prepare for meetings and conduct general research and data analysis to support investment decisions.
Collaboration and Support: Assist team members with administrative and research projects, participate in process improvement teams, respond to task requests in a timely and accurate manner, and follow up to ensure completion.
What You'll Bring:
Values Alignment: A commitment to upholding our core values of independence, excellence, integrity, and community. Impeccable integrity and the ability to consistently place the interests of our clients as the top priority.
Professional Excellence: Minimum 2 years of relevant professional experience working in an operationally driven environment. Trading, investment research, and/or wealth management experience are strongly preferred.
Credentials & Education: Four-year college degree in finance, accounting, or a related field from an accredited institution. CFA candidate a plus.
Flexibility: Adaptability to fast-paced environments, with the ability to balance multiple priorities and refine ambiguous processes.
Technical Proficiency: Proficiency in Microsoft Office Suite, with expertise in advanced Excel functionality required. Experience with Tamarac, Morningstar, Bloomberg, and trading platforms desired.
Communication Excellence: Outstanding written and verbal communication skills with the ability to clearly explain complex processes and to tailor communication style to the situation at hand.
Personal Attributes: Collaborative team player with a growth mindset. Self-motivated; detail-oriented; dedicated to high-quality, accurate and complete work; and committed to continuous improvement while valuing diverse perspectives.
Why You'll Love Working With Us:
Meaningful Impact: Be part of something bigger than yourself as a member of a firm committed to improving the lives of our clients and our community. We contribute 10% of annual profits to charity and specialize in helping individuals, families, foundations, endowments, and business owners align their investments with their values.
Culture of Excellence: Join a team that's committed to excellence in everything we do, from client service to professional development.
Collaborative Environment: Work in a supportive and collaborative environment where your contributions are valued, recognized, and rewarded.
Opportunities for Growth: Take advantage of opportunities for professional growth and advancement as you develop your skills and expertise.
Autonomy with Support: Enjoy the independence and agility of a boutique firm while having the resources, technology, and collaborative team support to excel in your role.
What We Offer:
Competitive Compensation: Base salary ($70,000 - $95,000) determined by experience and education, competitive with industry standards. Annual merit-based bonus potential based on individual and firm success. Benefits are competitive with industry standards.
Comprehensive Benefits: Full benefits package including healthcare, dental, 401(k) with matching, long-term disability, transit pass, and wellness benefits.
Professional Development: Investment in your growth through continuing education, industry certifications, and skills training opportunities.
Results-Focused Flexibility: We maintain high standards while supporting different working styles and life circumstances, enabling you to deliver exceptional results while improving your quality of life.
Who We Are:
Founded in 2007, Fulcrum Capital, LLC is an independent Registered Investment Advisor headquartered in Seattle. Our clients are individuals, families, foundations, and companies who seek a more thoughtful approach to investing. Our clients choose Fulcrum because they want to know what they own and be confident that their holdings align with their values. Our clients and team members value our independence, transparency and thought leadership, particularly in the realm of sustainable investing. We value diversity and support work-life balance. Our firm is 100% employee-owned and majority women-owned.
For more information contact:
Matthew Wilkins, Chief Operating Officer
matt@fulcrumcapllc.com | Office: 206.223.9790 | Fax: 888.761.8709
800 Fifth Avenue, Suite 3800 | Seattle, WA 98104
