We are currently hiring for our Investment Analyst position.

Investment Analyst

Who You’ll Work With

Sellwood Consulting LLC (“Sellwood”) is the Northwest’s premier independent, employee-owned investment advisory firm. Located in Portland, Oregon, Sellwood provides tailored investment solutions to sophisticated institutional and private wealth clients.

What You’ll Do

Sellwood is seeking an entry level Analyst to join the investment team in our Portland, Oregon, office. In this role, you will be an integral member of our team and perform the following tasks:

  • Prepare investment performance reports, including collecting and reconciling performance data from custodians and investment managers.
  • Complete custom analysis for client deliverables under the supervision of Consultants and/or Associates. Some examples include asset allocation studies, manager searches and generating proposed trades for our clients’ portfolios.
  • Work with statistical packages (e.g. Excel spreadsheet building and modeling).
  • Other investment-related research projects and office-related tasks.

What You’ll Bring

Analyst candidates should have a bachelor’s degree or expect to receive one by June 2024. We are looking for candidates that have an interest in learning about investing, no experience required. A successful candidate must be proactive, ethical, a problem solver, and able to thrive in a fluid, team-based work environment. The Analyst will operate in Microsoft Windows; fluency with spreadsheets is strongly preferred, and a working knowledge of the Microsoft Office suite is desired. The Analyst will use various reporting software packages, and training of that software will be provided.

What We Offer

  • Salary – to be consistent with experience and potential, ranging from $60,000 to $70,000.
  • Benefits – Company 401(k) contributions, discretionary bonuses, potential profit-sharing, health/vision/long-term disability insurance plans with company Health Savings Account (HSA) contributions, tuition reimbursement, and generous paid time off.
  • Meaningful work and mission – You will help bring our clients’ goals to fruition; what sets us apart is that we do it with an independence that allows us to always put client interests first.
  • Direct access to firm leadership – Our size and boutique structure allow for firmwide collaboration and regular exposure to our leaders and clients.
  • Respect for (and flexibility that allows for) work/life balance – Occasional remote work days are available to you at the discretion of your manager after an initial training period. And, while you’re at the office, we offer a genuinely collegial, collaborative office culture to which your presence will contribute.
  • Opportunities for growth, both personal and professional – We actively support our employees’ community involvement, professional education and credentials, as well as mental and physical health activities.

To Apply

Interested candidates should submit their cover letter with salary expectations and résumé via email to [email protected]. Only those candidates whose qualifications meet our requirements will be contacted. No phone calls, faxes, or temporary agencies please. Sellwood supports workforce diversity and is an Equal Opportunity Employer.