Investment Associate

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

Position Summary

The primary responsibility of the Investment Analyst is to support Portfolio Managers and other members of the Investment Department.  The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research markets and securities, plan and input trades, and prepare research reports and client documents.  The position requires advanced computer, analytical and communication skills.  The candidate will support, and be mentored by, multiple senior team members.

PRIMARY RESPONSIBILITIES

Primary responsibilities include: report preparation, portfolio analysis, investment research and trade input as follows:

• Report Preparation
  
  
  
  • Prepare reports to communicate with clients, networking contacts, prospects and the Investment Department
  
  
  • Create, update and analyze investment performance reports
  
  
  
  

• Portfolio Analysis
  
  
  
  • Generate custom reports to help Portfolio Managers monitor client accounts
  
  
  • Assist in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
  
  
  • Assist in providing oversight to ensure trades are made in accordance with client investment policy statements
  
  
  
  

• Investment Research
  
  
  
  • Analyze markets and securities
  
  
  • Create and update equity, fixed income, and economic research charts
  
  
  
  

• Trade Input
  
  
  
  • Assist in implementing portfolio changes across accounts
  
  
  
  

 
DESIRED SKILLS/EXPERIENCE

• 2 plus years’ experience in related field desired but NOT essential - this is an entry-level position.


• Advanced Excel skills with an emphasis on building formula-driven workbooks and models


• Strong PowerPoint skills with an emphasis on designing high-quality deliverables


• Ability to quickly learn new software and systems


• Experience with FactSet and Bloomberg desired but not essential.


• Experience with Addepar desired but not essential.


• Proven quantitative/analytical skills


• Strong verbal and written communication skills


• Demonstrated experience in time management and deliverables

COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.

Base salary range: $65,000 - $85,000.