Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
Position Summary
The primary responsibility of the Investment Analyst is to support Portfolio Managers and other members of the Investment Department. The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research markets and securities, plan and input trades, and prepare research reports and client documents. The position requires advanced computer, analytical and communication skills. The candidate will support, and be mentored by, multiple senior team members.
PRIMARY RESPONSIBILITIES
Primary responsibilities include: report preparation, portfolio analysis, investment research and trade input as follows:
- Report Preparation
- Prepare reports to communicate with clients, networking contacts, prospects and the Investment Department
- Create, update and analyze investment performance reports
- Portfolio Analysis
- Generate custom reports to help Portfolio Managers monitor client accounts
- Assist in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
- Assist in providing oversight to ensure trades are made in accordance with client investment policy statements
- Investment Research
- Analyze markets and securities
- Create and update equity, fixed income, and economic research charts
- Trade Input
- Assist in implementing portfolio changes across accounts
DESIRED SKILLS/EXPERIENCE
- 2 plus years’ experience in related field desired but NOT This is an entry-level position.
- Advanced Excel skills with an emphasis on building formula-driven workbooks and models
- Strong PowerPoint skills with an emphasis on designing high-quality deliverables
- Ability to quickly learn new software and systems
- Experience with FactSet and Bloomberg desired but not essential.
- Experience with Addepar desired but not essential.
- Proven quantitative/analytical skills
- Strong verbal and written communication skills
- Demonstrated experience in time management and deliverables
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $65,000 - $85,000.
Qualifications Skills Preferred PowerPoint Advanced EXCEL Expert Outlook Advanced Behaviors Preferred Team Player: Works well as a member of a group Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Dedicated: Devoted to a task or purpose with loyalty or integrity Education Preferred Bachelors or better. Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 2 years experience in related field
- Advanced Excel skills with emphasis on building formula-driven workbooks and models
- Strong PowerPoint skills with emphasis on designing high-quality deliverables
- Strong verbal and written communication skills
- Proven quantitative/analytical skills
What We Do
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, Seattle, and Austin. True to its roots as a single-family office established in 1935, Whittier Trust provides an extensive suite of family office and concierge services. Wealth management advisors address a wide range of personal, family, fiduciary, and business needs, offering a unique perspective for problem-solving, support, and consultation. Families and legacies are cared for through personal trust services, while portfolio managers deliver comprehensive investment management across all asset classes. Years of experience in real estate are complemented by philanthropic support, with the philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit community. Visit the website to learn more about the tailored teams and specialized services that Whittier Trust provides. Follow this page for market analysis from leading industry experts, as well as insights on portfolio management, estate planning, philanthropic strategies, and more.
