Investment Administrative Associate

Whittier Trust Company is looking for exceptional candidates to be an integral part of our investment and client service team which encompasses the five pillars of wealth management.  You must be a great collaborator, active listener, relationship builder with a strong understanding of finance concepts, have first rate customer service skills, and must love to be part of a team.  If you have the desire to meet and exceed measurable performance goals, have a track record of high achievement, and have a fanatical attention to detail Whittier Trust is the place for you.


Position Summary
The primary responsibility of the Investment Administrative Associate is to support the Whittier investment team.  Essential duties include: preparing client and prospect presentation materials, generating and analyzing performance reports, providing relevant portfolio information and analysis to the investment team, and maintaining the records and resources of the Investment Department.


The position requires advanced Microsoft Office skills, including the ability to design compelling client deliverables and build formula-driven Excel workbooks.   Pursuing the designation of Chartered Financial Analyst will be encouraged and supported.


Prepare custom client and prospect presentation materials, utilizing tools/data from Microsoft Office, FactSet, and various financial software applications.

Perform comprehensive analysis of client performance, including generating performance reports and using attribution tools to identify securities or factors that contributed to relative performance.

Develop and maintain fact sheets for internal strategies and partnerships.

Maintain and update client files.

Assemble presentation books for clients, prospects, and networking contacts.

Use FactSet, Bloomberg, and other data providers to create equity, fixed income, and economic charts for internal and external use.

Perform directed company/security research.

Build wealth forecasts in Excel using Monte Carlo simulations.

Complete special projects and additional tasks as assigned.


Bachelor’s degree from an accredited university held or expected to be earned within the current academic year.

Strong PowerPoint skills with an emphasis on designing high-quality client deliverables.

Advanced Excel skills with an emphasis on creating charts and building formula-driven workbooks.

Understanding of financial market basics, portfolio management theory, and portfolio performance analysis.

The ability to quickly learn new software and systems.

Superior attention to detail with the ability to exercise independent judgment.

Excellent organizational skills with the ability to manage multiple projects and deadlines.

Whittier Trust Company is an EEO employer - M/F/Vets/Disabled
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