Overview Job Number: 31593 Salary: $80K+ DOE base plus generous bonus Industry: Wealth Management Location: Portland, OR (on-site with some flexibility and paid parking) Note: This description includes standard EO statements and is intended for qualified applicants. 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. Maintain rigorous attention to detail and communicate effectively with internal and external audiences. Qualifications Bachelor’s degree in finance, accounting, economics, mathematics, or a related field 2+ years of experience in performance analytics Proficiency in data management, spreadsheet applications, and performance measurement software (Tamarac, Addepar, etc.) Experience with quantitative research analytical tools Finance certificate (CIPM, CIMA, CAIA, etc.) preferred Your New Organization This boutique investment firm is seeking a match who can help provide comprehensive service to their network of high-net-worth clients. They have a strong reputation as an established wealth management firm in Portland with a value-oriented investment philosophy that resonates with individuals, families, endowments, and foundations. Benefits include health, vision, life and disability insurance, employee assistance program, PTO, profit-sharing plan, and an annual bonus. Application and EEO Our goal is to pair talented people with opportunities. If you apply, you’ll be considered for this and other positions. We do not use AI to read resumes; resumes are reviewed by a human to ensure an equitable and human hiring process. Local candidates are strongly encouraged to apply. Referrals increase your chances of interviewing at Boly:Welch by 2x. #J-18808-Ljbffr Boly:Welch
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