Senior Research Associate recruitment

This position is located in Seattle and is responsible for manager due diligence, relationship building and selection in several traditional asset classes, as well as some exposure to alternative strategies. 

The ideal candidate will be an intellectually curious, technically experienced, and self-motivated team member with at least ten years of experience and an extensive network of manager contacts. They will understand performance is only part of the picture. Knowing what questions to ask asset managers is vital to getting at the heart of why they succeed; whether their success is repeatable; and under what conditions clients can expect over-/under- performance. 

The position will be responsible for creating client-ready presentation materials to facilitate prudent decision-making by boards of trustees and plan sponsors; proactively seeking new and more predictive models for incorporating active managers into clients’ asset allocations; and serving as a representative of the firm by meeting with investment managers, speaking at industry conferences, and developing trusted relationships with high quality managers.

We are seeking a CFA charter holder with a Bachelor’s degree in finance, economics or other closely related field. An MBA is preferred and CAIA is highly desirable. As a Senior Research Associate, there will be the opportunities to mentor junior staff and integrate them into research, evaluation and investment monitoring efforts.

Candidates should possess in-depth knowledge of asset managers and demonstrate a proven track record overseeing a broad range of asset classes; an expert in several asset classes is preferred. We require someone with excellent written, verbal and presentation skills and someone who is computer proficient with Windows, MS Word, MS Excel and web-based applications. Experience using Bloomberg, Morningstar, eVestment Alliance and other comparative databases is desired.

Who we are:

We are an investment consulting firm that advises institutional clients on asset allocation and portfolio management as well as manager search and selection. Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives.

We are:

We have been committed to providing outstanding investment consulting services to our clients for over 25 years. 

Our research leadership is due to nationally-recognized professionals, who continually have their finger on the pulse of capital markets.  You will be joining a multi-disciplined group that helps educate and inform our clients with our firm’s best ideas.

As a “boutique” firm, our capabilities are competitive with large firms, but our size and focus on consulting allow us to be nimble. We have the agility to act when necessary, instead of battling management layers and wading through bureaucratic red tape.

Consulting is our only business which means no distractions. We have no affiliates, business partners, or subsidiaries and we do not belong to a larger organization that provides other services. Being 100% employee-owned assures that our efforts are always focused on providing better services to our clients and the advice we give them is based on research, not competing interests.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; profit sharing; section 125 cafeteria plan; CFA program sponsorship; bus pass; 9 paid holidays; and 15 days of paid time off the first year of employment.

Please send your resume to: researchassociatecandidates@gmail.com .