Overview Job Number: 31593 Salary: $75K-$85K DOE Industry: Wealth Management Responsibilities Collect and input financial and performance data for client portfolios. Calculate and analyze investment returns and risk metrics. Produce recurring and ad-hoc performance reports. Support the development and implementation of performance measurement methodologies. Respond to performance-related queries from clients and portfolio managers. Compare portfolio performance against benchmarks and industry standards. Qualifications Bachelor’s degree in finance, accounting, economics, mathematics, or a related field 2+ years of experience in wealth management operations Proficiency in data management, spreadsheet applications, and performance measurement software (Tamarac, Addepar, etc.) Experience with quantitative research analytical tools (Axioma, Barra, Bloomberg, etc.) Finance certificate (CIPM, CIMA, CAIA, etc.) preferred Work Arrangement: This is a fully on-site role with paid parking. About the Organization This boutique investment firm is seeking a match who can help them provide comprehensive service to their network of high-net-worth clients. They’ve got a phenomenal reputation as one of the most established and well-respected wealth management firms in Portland. Their value-oriented investment philosophy resonates broadly with individuals, families, endowments, and foundations of all types. Benefits Health, vision, life and disability insurance Employee assistance program PTO Profit-sharing plan Potential for an annual bonus Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Local candidates are strongly encouraged to apply. Notes Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. We are the liaison between our partner and yourself during the recruitment process. The candidate will directly join our partner client’s team if selected for the role. We do not use AI to read resumes; resumes are reviewed by a team member to ensure a fair, human hiring process. #J-18808-Ljbffr Boly Welch
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