Empirical Wealth Management
Overview
Join to apply for the
Portfolio Manager
role at
Empirical Wealth Management . Key Responsibilities
Portfolio rebalancing and trading Communication with high-net worth individuals, including: Working with financial advisors to design client investment strategies Direct client communication regarding execution of trades and any investment/portfolio questions Performance calculation and reporting Analysis of prospective client’s investment portfolios Conducting investment research Assisting the CIO and Investment Team in evaluating new investments/strategies Helping conduct due diligence on private/alternative investments Notifying advisor/client of cash flow issues, account restrictions, etc. Qualifications
4 – 8 years work experience in finance and investments required Bachelors in Finance, Economics or Statistics or related subject required; Master’s preferred CFA required CAIA or CFP is a plus Ability to do independent research and strong attention to detail Excellent written and verbal communication skills. The ability to communicate with advisors and clients is critical to the position Advanced knowledge of Microsoft Excel Friendly, strong desire to learn and ability to take direction Ability to work in a team environment Compensation
Competitive salary ($150,000 – $175,000), opportunities to participate in client asset growth, as well as bonus potential 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. Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Investment Management Our postings may include referral prompts and location notes for Bellevue, WA and surrounding areas.
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Join to apply for the
Portfolio Manager
role at
Empirical Wealth Management . Key Responsibilities
Portfolio rebalancing and trading Communication with high-net worth individuals, including: Working with financial advisors to design client investment strategies Direct client communication regarding execution of trades and any investment/portfolio questions Performance calculation and reporting Analysis of prospective client’s investment portfolios Conducting investment research Assisting the CIO and Investment Team in evaluating new investments/strategies Helping conduct due diligence on private/alternative investments Notifying advisor/client of cash flow issues, account restrictions, etc. Qualifications
4 – 8 years work experience in finance and investments required Bachelors in Finance, Economics or Statistics or related subject required; Master’s preferred CFA required CAIA or CFP is a plus Ability to do independent research and strong attention to detail Excellent written and verbal communication skills. The ability to communicate with advisors and clients is critical to the position Advanced knowledge of Microsoft Excel Friendly, strong desire to learn and ability to take direction Ability to work in a team environment Compensation
Competitive salary ($150,000 – $175,000), opportunities to participate in client asset growth, as well as bonus potential 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. Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Investment Management Our postings may include referral prompts and location notes for Bellevue, WA and surrounding areas.
#J-18808-Ljbffr