- Assist SIOs in research of market conditions, specific investments, and portfolio strategies
- Advise team of price alerts, corporate actions, and changes in security ratings where applicable
- Assist in managing fixed-income portfolios
- Assist with proprietary quantitative analysis on defined universe of equity and fixed-income securities
- Support screening and selection of mutual funds for use in client accounts and retirement plan models
- Source, review, exercise due diligence on, and execute new investments in the asset class
- Assist in monitoring recommended mutual fund performance and maintain internal retirement model website
- Make effective use of research and analytical tools including Bloomberg, Morningstar, PSN, FIS trading systems and reporting
- Provide support preparing for client portfolio review meetings and ongoing portfolio management
- Maintain research files on all investments in accordance with procedure
- Vote proxies and maintain records in compliance with proxy policy
- Prepare data for presentations to oversight committees and boards
- Provide the highest and best service level to our clients, colleagues, partners, and stakeholders by going above and beyond to provide at least the same level of service as our Perkins Coie LLP colleagues and upholding the reputation of the Firm by delivering on our commitments
- Manage a book of client relationships with a focus on client retention, which includes, but is not limited to, preparing materials and participating in client review meetings, as the lead or as support
- Client portfolio management—monitoring and trading accounts, as needed; updating account information (Investment Policy Statements, restricted securities, cash reserves, etc.)
- Provide governance support to the Trust Investment Committee
- Assist the SIO in coordinating performance reporting with third-party vendor
- Maintain asset, asset classification, and other account parameters to ensure quality of performance reporting
- Deliver reports to clients quarterly
- Maintain performance composites with input from Investment team
- Ensure compliance with performance reporting standards and composite reporting policy
- Maintain appropriate documentation for regulatory compliance in accordance with retention policy
- Place trades as directed, ensuring compliance with trading and best execution policy
- Maintain highest data integrity in trade systems (FIS) and effectively communicate with the Operations and Investment Teams
- Maintain trade documentation in accordance with procedure and retention policy
- Maintain investment models on InvestorsView in support of periodic portfolio rebalancing
- Develop and maintain quality business relationships with brokers and maintain due diligence files
- Knowledge of financial markets, investment vehicles, and strategies
- Superb organizational/time management skills and attention to detail
- Ability to concurrently prioritize and perform multiple assignments with limited supervision
- Ability to work independently and be a strong team player
- Ability to excel in a challenging, dynamic environment
- Ability and willingness to be proactive
- Excellent quantitative analysis skills/ability to distill relevant data
- Advanced skills in Excel, Word, Adobe, and PowerPoint
- Familiarity with investment software including FIS Charlotte, FIS InvestorsView, Bloomberg, WealthStation, PSN, and Morningstar
- Ability to quickly learn new technology
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Investment Officer - Seattle, United States - Perkins Coie
Description
Perkins Coie Trust Company is seeking a qualified, dynamic individual to take on the role of the Investment Officer (IO) supporting the Investment team (the Chief Investment Officer (CIO) and Senior Investment Officers (SIOs) of Perkins Coie Trust Company) in all aspects of investment management and compliance including trade execution, investment research and analysis, performance measurement, investment compliance and client reporting.
The expectation is for all employees to adhere to the Perkins Coie Trust Company Code of Ethics and Compliance Policy Manual.
ESSENTIAL FUNCTIONS
These essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation.
Research & AnalysisSPECIFIC SKILLS REQUIRED
EDUCATION AND EXPERIENCE
Qualified candidates must have a BA degree in a related field and 3+ years of experience or equivalent in securities operations, investment management, brokerage or finance.
Candidate must also have a demonstrated track record of performing and supporting investment functions.
This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, accrued paid time off plan starting at 20 days annually, personal medical and parental leave, up to ten paid Holidays, and family care benefits.
This position may be filled in the following location(s). The compensation depends on qualifications and experience.
Washington State compensation range:
$105,670 to $163,480 annually
To Apply, visit:
jeid-a0e183d7faaa8b4b9e3eadea72db18d7
