Investments Associate - Seattle, WA

Freestone is an independent wealth advisor to select high net worth families and institutions with over $4.4 billion under management and offices in Seattle, Portland, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.

About the Position

The Associate fills a general junior analytical role across Freestone’s investment platform, supporting both the trading and investment teams. Freestone’s investment platform includes: fixed income, long-only listed securities, hedge funds, real estate, and private equity. The Associate will report to the Managing Director of the investment team and will work on a variety of projects under the direction of Portfolio Managers.

Responsibilities

  • Investment Analysis: Complete financial modeling, valuation, industry or asset class research, and general investment diligence. Travel may be required

  • Portfolio Analysis: Support the portfolio managers in performing analysis on existing holdings, frequently with the intent of communicating conclusions and recommendations to the investment committee or Portfolio Managers

  • Marketing: Draft all marketing materials for distribution to Freestone’s clients

  • Administration: Maintain Freestone’s CRM, electronic files, operating / investment reports, and other corporate reporting

  • Miscellaneous: Perform any such duty as necessary to support Freestone’s investment process

Qualifications

  • 1-2 years of experience in a related field

  • Ability to multi-task and work across teams

  • Excellent quantitative, analytical, and communication skills

  • Well-rounded academic background complemented with strong performance and challenging course selection

  • Ability to work well under pressure and meet tight deadlines

  • Aptitude to synthesize large amounts of information and develop innovative solutions

  • Capability to manage projects independently and readiness to assume a high level of responsibility

  • Advanced proficiency with MS Word, Excel, and PowerPoint

Personal characteristics

  • Team oriented character with an exceptionally strong work ethic

  • A high energy level personality with a positive attitude towards challenges

  • Poised and polished professional with excellent oral and written communication skills

  • Self-starter with close attention to detail

Compensation

  • Competitive salary, bonus, and excellent benefits package

  • A bright and open downtown office with an unrivaled view of Seattle

  • Energetic and engaging work atmosphere

  • Catered lunches M-TH

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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