Whittier Trust

Investment Analyst

Whittier Trust
625 Fair Oaks Ave, South Pasadena, CA 91030, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

The primary responsibility of the Investment Analyst is to support the functions of the Portfolio Manager(s) and current investment analysts. The objectives are to provide relevant financial analysis and portfolio information to the Portfolio Managers, enhance the ability of the Portfolio Manager in implementing their views in client portfolios and the preparation of exhibits/reports. Provide research using Bloomberg, FactSet, and other data providers to create reports and graphs for client presentations as directed. Assist in monitoring client portfolio asset allocation and liquidity. Assist in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook.

Where is this job?
This job is located at 625 Fair Oaks Ave, South Pasadena, CA 91030, USA
Job Qualifications

  • Demonstrated experience in financial modeling and analysis

  • 0- 5 years of related investment experience

  • Demonstrated knowledge of financial markets

Required Skills

  • Analytical skills

  • MS Excel

  • MS Word

  • MS PowerPoint

  • Financial Modeling

  • Bloomberg Analytics

  • Quantitative skills

  • Factset

Soft Skills

  • Multitasking

  • Problem Solving

  • Verbal communication

  • written communication

  • Self-Motivated

Compensation

According to JobzMall, the average salary range for a Investment Analyst in 625 Fair Oaks Ave, South Pasadena, CA 91030, USA is between $62,000 and $90,000 per year. The exact salary will depend on experience, qualifications, and other factors.

Additional Information
Whittier Trust is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 16th, 2021
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 
Reposted
See an issue with this job? Report it to us

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

Upload
About Whittier Trust

We are the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland.

Frequently asked questions
More Jobs From Whittier Trust

View All Whittier Trust jobs

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started