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Investment Strategy Analyst

2 months ago

Bellevue, Washington, United States Coldstream Capital Management Full time

Financial Planning Analyst at Coldstream Capital Management

Coldstream Capital Management is seeking a Financial Planning Analyst to become an integral part of their team. This role will directly support the Chief Wealth Strategist and contribute to the advancement of the Wealth Strategy Group within the organization.

The Financial Planning Analyst will play a key role in monitoring progress towards strategic objectives, performing research on various financial subjects, collaborating with colleagues, and aiding in project oversight.

As an employee-owned firm, Coldstream Capital Management is dedicated to delivering comprehensive wealth management solutions. The company prioritizes transparent communication, trust, and fostering enduring relationships.

Key Responsibilities:

  • Participate in Wealth Strategy Group meetings and maintain accurate meeting records
  • Coordinate scheduling, deadlines, and follow-up actions for team initiatives
  • Organize resources on internal systems
  • Work in conjunction with wealth management teams
  • Develop presentations and support decision-making processes
  • Conduct research on financial planning methodologies
  • Oversee software applications and technological tools
  • Assist in planning Wealth Strategy Group retreats
  • Enhance tracking of financial performance

Qualifications:

  • Bachelor's degree in a relevant discipline
  • 2-3 years of experience in an analytical role
  • Proficiency in Microsoft Office Suite
  • Excellent communication and organizational abilities
  • Capability to research and interpret financial information
  • Familiarity with financial planning software is advantageous

Benefits:

  • Competitive salary and annual performance bonus
  • Comprehensive health, dental, and vision insurance coverage
  • 401(k) plan with employer matching
  • Opportunity to acquire equity
  • Generous paid time off policy
  • Professional development opportunities
  • Wellness reimbursement program

Coldstream Capital Management is committed to promoting diversity and inclusion within its workforce, valuing a broad spectrum of backgrounds and perspectives.