Senior Investment Research Analyst

$77,000 - $110,000/Yr

Moss Adams - Tacoma, WA

Full-time - Mid Level

Tacoma, WA

Professional, Scientific, and Technical Services

About the position

The Senior Investment Research Analyst at Moss Adams plays a crucial role within the Investment Research and Portfolio Management Team (IRPM). This position is responsible for conducting manager due diligence, analyzing client portfolios, and monitoring investment manager performance. The analyst will support the Chief Investment Officer and Portfolio Managers in developing the investment platform and enhancing portfolio management capabilities. The role involves collaboration on various projects and research across multiple asset classes, including equities, fixed income, and private investments, while fostering a culture of authenticity and support within the firm.

Responsibilities

• Serve as liaison between advisors and private investment fund managers, acting as a subject matter expert on the terms of various strategies
• Collect, validate and analyze economic and capital market data in support of investment projects and processes
• Analyze investment portfolios to provide attribution, risk and performance analytics
• Develop investment proposals and recommendations for clients and prospective clients
• Support education across CSS and CS by creating materials and training new hires on investment service offerings
• Work closely with portfolio managers in the implementation and monitoring of investment models and portfolios
• Assist in the education of advisors on an ongoing basis on a broad range of investment topics
• Serve as a liaison between advisors and separately managed account managers; requesting proposals, analysis, and setting up portfolios and strategies
• Prepare and deliver investment manager research of each asset class

Requirements

• Bachelor's Degree required; with an emphasis on Finance, Investments Mathematics or Economics
• 2 years of experience in an investment research environment
• CFA candidate, charter holder and/or CAIA designation
• Strong quantitative analytical skills related to manager performance, asset allocation and portfolio construction
• Experience with manager research/due diligence covering one or more asset classes
• Strong technological knowledge and experience with tools necessary to research, implement and report on investment portfolios (MS Access/Excel, FactSet, Morningstar Direct, Bloomberg, Tamarac, etc.)
• Excellent attention to detail, adherence to deadlines and consideration of follow through
• Passion for working in finance with high net worth families or institutional investors with a focus on research, proposals, performance and reporting
• Experience with private investments and private investment reporting
• Ability to travel as needed, approximately less than 5%

Benefits

• Annual discretionary bonus eligibility
• Comprehensive health insurance
• 401(k) retirement plan
• Flexible scheduling options
• Professional development opportunities