Fulcrum Capital is a fast-growing Seattle-based investment advisor serving private clients and nonprofits. We are seeking a highly-motivated professional with a passion for investing to join our team as a Senior Analyst. This is an exciting opportunity for someone seeking a role in a collaborative and forward-thinking environment with abundant career development opportunities.
Primary Responsibilities include:
Research, analyze, make recommendations, and monitor individual stocks, bonds, mutual funds, ETFs and other securities for client accounts
Co-manage the firm’s large-cap U.S. Core Equity model portfolio
Produce reports and maintain records regarding current and potential securities and managers
As a member of the Investment Committee, analyze and monitor critical issues for their potential impact on clients’ investment portfolios
Present investment ideas and recommendations to internal and external audiences
Manage relationships with research vendors and wholesalers
Support portfolio managers and advisors by preparing portfolio analytics and reports for current and prospective clients
Assist with the maintenance of client performance reports and composites
Monitor and make recommendations regarding corporate actions of securities and managers (capital gains distributions, mergers, etc.)
Provide back-up to the portfolio manager on rebalancing, trading, performance reporting, composites, and related tasks as needed
We welcome inquiries, resumes, and applications via email only to email@example.com.
As a successful candidate, your qualifications include:
Minimum of 8 years of professional investment management experience including several years of equity analysis required; manager research experience a plus
Sustainable investing or ESG experience a plus
A Bachelor’s Degree from an accredited college or university
A current CFA charterholder or candidate preferred
Master’s degree in finance or MBA preferred
Excellent written and verbal communication skills
A Fulcrum Capital Senior Analyst is:
Able to think critically and objectively
Curious, decisive and flexible
Self-motivated to follow through and ensure that tasks have been completed accurately and in a timely manner
Able to handle competing priorities with grace and composure
Driven toward continuous improvement
Comfortable in a dynamic, unstructured environment
A team player, always willing to pitch in
Additional Salary Information: Pay and benefits are designed to be competitive with regional standards for research analysts with 8-10 years of experience, including annual merit-based bonus for achieving specific goals. Benefits include health care allowance and 401(k), support of industry designations and additional career development, and opportunity for future firm ownership interest. Fulcrum is an Equal Opportunity Employer.
Fulcrum Capital helps individuals and families live the whole life they desire. We deliver clarity and confidence with simple, durable portfolios that align with each client’s values. Founded in 2007, Fulcrum Capital is an independent Registered Investment Advisor headquartered in Seattle. Our firm is 100% employee-owned and majority women-owned. Our clients are individuals, families, foundati...ons and companies who seek a more thoughtful approach to investing. Our clients and team members value our independence, transparency and thought-leadership. We embrace diversity and support work-life balance.