Job Descriptions: We are looking for a personable Associate Portfolio Manager to join our wealth management team in Mercer Island. The Associate PM will be responsible for portfolio construction, rebalancing, trading, and investment strategy analysis. Coldstream is an employee-owned, independently-operated firm that’s been earning the trust of affluent families and businesses for 28 years. We offer a comprehensive, holistic approach to planning and provide unparalleled advice and exceptional service. We welcome new colleagues who value open communication and believe in building life-long relationships. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com. Specific responsibilities will include: + Use quantitative risk models and optimization to manage multi-asset portfolios + Perform ongoing, systematic audits of the portfolio rebalancer to ensure portfolios are within the clients’ portfolio targets + Generating and executing daily trade orders and model-based portfolio rebalancing + Develop and maintain tools and rebalancer settings to increase trading efficiencies to minimize errors + Serve on the firm’s Investment Strategy Group (ISG), providing input on strategic and tactical asset allocation guidelines for portfolios firm-wide + Execute tax loss harvesting + Monitor cash and yield alternatives (Money Market Funds, CD’s, T-bills, etc.) and communicate best thinking to team Required Experience: We are looking for a candidate who has: + Bachelor's degree in Finance or a related field + FINRA Series 65 + CFA candidate + 5+ years of relevant experience in the financial services industry in a high-net-worth, client-facing environment, including experience with portfolio operations and performance + Excellent Excel skills; proficiency with Tamarac, Morningstar, and Bloomberg, AdvisorView and Rebalancer are preferred + Acute attention to detail and proofing skills + Strong verbal and written communication skills Keyword: Associate Portfolio Manager From: Coldstream Wealth Management