Empirical Wealth Management
Overview
We are seeking a talented Investment Operations Associate to join the firm in our Seattle, Portland, San Francisco, or Irvine office. As an Investment Operations Associate, you will work primarily with the portfolio management team as well as financial advisors. You will have the opportunity to learn about multiple aspects of wealth management including investment/portfolio management, financial planning, and tax management. The skills obtained in this role will be applicable to a wide range of future roles in the wealth management industry. Responsibilities
Supporting the portfolio management team through managing investment operations Performance calculation and reporting Communicating with advisors/portfolio managers about client cash flows, new accounts, client trades, etc. Analysis of investment strategies Conducting investment research Providing sample investment allocation and proposal materials Adjusting cost basis as necessary Portfolio Rebalancing and Trading Qualifications
0 – 2 years work experience in finance and investments Bachelors in Finance, Economics or Statistics or related subject required Progress towards CFA, CFP, or CIPM a plus Ability to do independent research and strong attention to detail Advanced knowledge of Microsoft Excel Experience with Tamarac is a plus Friendly, strong desire to learn and ability to take direction Ability to work in a team environment Compensation
Competitive salary: $50,000 – 70,000 Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company 401(k) Plan with match Our Culture
Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
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We are seeking a talented Investment Operations Associate to join the firm in our Seattle, Portland, San Francisco, or Irvine office. As an Investment Operations Associate, you will work primarily with the portfolio management team as well as financial advisors. You will have the opportunity to learn about multiple aspects of wealth management including investment/portfolio management, financial planning, and tax management. The skills obtained in this role will be applicable to a wide range of future roles in the wealth management industry. Responsibilities
Supporting the portfolio management team through managing investment operations Performance calculation and reporting Communicating with advisors/portfolio managers about client cash flows, new accounts, client trades, etc. Analysis of investment strategies Conducting investment research Providing sample investment allocation and proposal materials Adjusting cost basis as necessary Portfolio Rebalancing and Trading Qualifications
0 – 2 years work experience in finance and investments Bachelors in Finance, Economics or Statistics or related subject required Progress towards CFA, CFP, or CIPM a plus Ability to do independent research and strong attention to detail Advanced knowledge of Microsoft Excel Experience with Tamarac is a plus Friendly, strong desire to learn and ability to take direction Ability to work in a team environment Compensation
Competitive salary: $50,000 – 70,000 Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company 401(k) Plan with match Our Culture
Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
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