Verus · 4 months ago
Investment Analyst
SEATTLE, WA, USA
Full-time
Hybrid
New Grad, Entry Level
$68K/yr - $78K/yrVerus is an independent, institutional investment consulting firm seeking an Investment Analyst to join their Seattle office. The primary responsibilities include tracking and monitoring investment performance, producing performance reports, and providing client support.
Financial Services
Responsibilities
Track and monitor the investment performance of client portfolios:
Enter client performance data using bank statements or verify imported bank data into proprietary Performance Measurement System
Verify current and historical work for correct entry, accuracy, and proper codes
Produce quarterly performance reports for client meetings
Product monthly updates
Create custom spreadsheets and analysis
Keep Consultants, research members, and Marketing Coordinator informed of the status of the Performance Reports and other projects
Collect, reconcile and analyze investment manager returns
Resolve data issues with custodians and money managers
Provide input on portfolio performance/attribution to consultants
Qualification
Required
A bachelor's degree, preferably Finance or Accounting
Preferred
CFA Level I candidacy preferred
Benefits
Medical, dental, life, disability, and vision insurance
401(k) program with a company match
Section 125 cafeteria plan
Annual discretionary bonus
CFA and other professional certifications sponsorship
Parental leave
13 paid holidays
15 days of paid time off the first year of employment
Company
Verus
Verus is an independent, employee-owned provider of non-discretionary consulting and discretionary management services (i.e.
Founded in 1986
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jeffrey MacLean
CEO
Ian Toner
Chief Investment Officer
Recent News
SEC
2022-07-25
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