Verus Investment Ltd - Seattle, WA

posted 4 months ago

Full-time - Entry Level
Seattle, WA

About the position

Verus is in search of a Public Markets Research Analyst to join our Verus Seattle office. The Public Markets team is responsible for researching third-party investment products that invest in publicly traded equity and fixed income. This role is integral to our investment function, and we believe that in-person collaboration fosters a more dynamic work environment. Therefore, we have implemented a hybrid work policy that strongly encourages working from the office. Candidates should have at least two years of research or analysis experience in finance or investments, investment manager research, external portfolio manager programs, and/or institutional investment consulting. The Public Markets Research Analyst will primarily focus on analysis, database maintenance, and documentation of investment manager due diligence across several asset classes. Essential functions of the position include report production, investment manager monitoring, and data management. The salary for this position ranges from $80,000 to $90,000 annually, determined by market pay, internal peer equity, education, credentials, relevant skills and expertise, past employment experience, and geographic pay differentials. Verus is an independent, institutional investment consulting firm that has been operational since 1986. We work closely with our clients and other professionals to add value to their investment portfolios by providing research-driven investment solutions tailored to their specific needs. Our professionals strive to empower clients to achieve their investment objectives through independent, conflict-free advice and investment expertise. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration. We offer a competitive benefits package that includes medical, dental, life, disability, and vision insurance; a 401(k) program with a company match; a section 125 cafeteria plan; annual discretionary bonuses; sponsorship for CFA and other professional certifications; parental leave; 13 paid holidays; and 15 days of paid time off in the first year of employment. Our boutique firm promotes a convivial corporate culture with opportunities for career development and cross-departmental collaboration. Verus also emphasizes employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

Responsibilities

  • Conduct research on third-party investment products that invest in publicly traded equity and fixed income.
  • Maintain databases and documentation of investment manager due diligence across various asset classes.
  • Produce reports related to investment manager performance and analysis.
  • Monitor investment managers and manage relevant data effectively.

Requirements

  • Bachelor's Degree in Finance, Economics, Science, or Liberal Arts.
  • Master's degree in finance or MBA is a plus.
  • At least two years of research or analysis experience in finance or investments.
  • Experience in investment manager research, external portfolio manager programs, and/or institutional consulting is required.
  • Progress toward CFA charter is desirable.

Nice-to-haves

  • Strong analytical skills and attention to detail.
  • Excellent client service skills.
  • Ability to work collaboratively in a team environment.

Benefits

  • Health insurance
  • Dental insurance
  • Paid time off
  • Parental leave
  • Vision insurance
  • 401(k) matching
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