Senior Investment Analyst
Apply NowCompany: Saturna Capital
Location: Bellingham, WA 98225
Description:
Job Posting: Senior Investment Analyst
The Senior Investment Analyst will report to the Director of Research and will be responsible for providing detailed fundamental analysis of the domestic and international companies and industries
Location: Bellingham, WA (onsite/Hybrid)
Hiring Range: $158,825 - 178,000
(Full Wage Range: $158,825 - 248,826)
Primary duties include:
Our Employee Benefits package includes:
Required Education and Experience:
Founded in 1989, Saturna Capital is a bottom-up, fundamental research-oriented investment management firm. It is investment advisor to twelve mutual funds and a variety of private client investment accounts, with assets under management of over $8 billion.
We are an Equal Opportunity Employer and a Drug-free Workplace.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We Use E-Verify
CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center
The Senior Investment Analyst will report to the Director of Research and will be responsible for providing detailed fundamental analysis of the domestic and international companies and industries
Location: Bellingham, WA (onsite/Hybrid)
Hiring Range: $158,825 - 178,000
(Full Wage Range: $158,825 - 248,826)
Primary duties include:
- Provide coverage and detailed fundamental analysis of domestic and international companies and industries, including writing company reports, building financial models and developing long-term investment themes
- Present investment recommendations to the investment committee and portfolio managers
- Incorporate sustainability / ESG evaluation in company analysis
Our Employee Benefits package includes:
- 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
- Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
- Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
- 401k with generous match
- Profit sharing and annual performance bonuses
- 11 personal and 10 vacation paid days off
- 10 paid holidays (per NYSE holiday schedule)
- Paid Parental and Bereavement leaves
- Up to $1,000 per month in childcare/tuition assistance
- Adult continuing education and professional development assistance
- Free YMCA gym membership
- Home-buyer assistance program
Required Education and Experience:
- Bachelor's Degree required; MBA Preferred
- CFA Charter Holder
- Prior experience in healthcare or technology, a plus
- Appropriate FINRA registrations (SIE, 7 and 66)
- Minimum 5 years' experience in stock analysis and portfolio management
Founded in 1989, Saturna Capital is a bottom-up, fundamental research-oriented investment management firm. It is investment advisor to twelve mutual funds and a variety of private client investment accounts, with assets under management of over $8 billion.
We are an Equal Opportunity Employer and a Drug-free Workplace.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We Use E-Verify
CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center