Senior Investment Analyst

Waverly Advisors, LLC • Seattle, WA

5h • Onsite

About The Position

Waverly Advisors is seeking a Senior Investment Analyst to join their team in Seattle, WA. This role is crucial for upholding the company's guiding principle of 'Serve' and driving the firm forward. The ideal candidate will possess a strong investment background with expertise in research and analysis within a multi-asset, diversified strategy environment. Responsibilities include analyzing prospective client portfolios to identify opportunities for improved diversification, risk management, tax efficiency, and overall portfolio optimization. The Senior Investment Analyst will also enhance Waverly's reputation as a research-driven firm through internal and external communications, engage directly with clients to present research and strategies, and contribute to the growth of the investment team through training and mentorship.

Requirements

• Bachelor’s Degree
• Minimum of 5 years servicing clients
• Minimum of 5 years capital markets/investments experience
• Minimum of 3 years supervisory responsibility
• Series 65 licensing required
• Leadership capabilities, coupled with a demonstrated ability to motivate and encourage high performing teams.
• Strong strategic and critical thinking skills in investment sense with high degree of investment acumen and demonstrated ability to partner effectively across different business units.
• 5+ years progressive hands-on experience, preferably multi-asset, with experience leading an investment process & capability with client facing elements.
• Strong background in data analysis, investment analysis, financial analysis.
• Passion for investing, markets, investment and client specific research, and creating innovative solutions to meet needs of clients.
• In depth experience and knowledge of markets and portfolio construction across multiple asset classes and numerous market segments.
• Outstanding spoken and written communication skills with experience producing high quality written materials for clients, media and other publications.
• Proven communication and presentation skills.

Nice To Haves

• MBA preferred
• CFA designation, preferred

Responsibilities

• Develop customized investment recommendations and transition proposals for prospective clients, clearly articulating the value of the firm's investment philosophy and portfolio construction approach.
• Participate in prospect and client meetings to present portfolio analyses, investment recommendations, and market perspectives, addressing questions and supporting business development efforts.
• Produce research-related presentation materials for prospective and current clients in conjunction with the Investment Team and Marketing Department.
• Collaborate with advisors to develop investment solutions that align with clients' financial goals, risk tolerances, liquidity needs, and long-term planning objectives.
• Work collaboratively with regional teams, the Investment Committee, Portfolio Management Team, and advisors to develop, implement, and manage an investment vision and process that leads to improved client outcomes.
• Prepare and maintain investment reports, portfolio reviews, and performance analyses for both internal and client-facing use.
• Contribute to the ongoing enhancement of the firm's investment models, portfolio construction methodologies, and research processes.
• Assist in regional portfolio management activities including portfolio reviews, rebalancing recommendations, cash management decisions, and implementation of approved investment strategies.
• Serve as a technical investment resource for advisors by providing market insights, portfolio guidance, and thought leadership to support client relationships and business development initiatives.
• Track industry developments, economic trends, regulatory changes, and market conditions to assess potential impacts on client portfolios and investment strategies.

Benefits

• Comprehensive Health, Dental, and Vision coverage
• 401(k) retirement plan with match
• Profit sharing
• Twelve paid holidays each year
• An extra vacation day during your birthday week
• Responsible Time Off Policy
• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior