Job Descriptions: Are you looking for a way to utilize your trading experience to take the next step in your investment career? If so, this new position may be a great fit for you. Coldstream Wealth Management is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high-net-worth individuals and families. Coldstream was founded in 1996 and has offices in Seattle, Bellevue, Mercer Island, Kirkland, Portland, Boise, and Kenai, AK; learn more at www.coldstream.com. We provide an upbeat, friendly environment where you will be rewarded for taking initiative, collaborating, suggesting process improvements, and having fun while doing it. This is a hybrid role in Seattle (South Lake Union) working in office 2-3 days per week. This analyst will report to our Operations Manager and work very closely with 5 Operations Associates and our Investment Strategy Group (ISG). You will contribute by: + Collaborating with ISG members to: + Develop Salesforce processes for ISG functions + Optimize Tamarac and internal processes for optimal trade results, including maintaining securities database in Tamarac and maintaining alternative fund attribute data in Salesforce + Maintain investment models + Performing daily reconciliation of all trades + Researching performance inquiries from wealth management teams + Producing quarterly reports + Providing backup for centralized trading + Assisting with resolution of trade errors, including creating process improvements to prevent future errors + Assisting with training of Portfolio Managers and Portfolio Administrators + Executing share class conversions across the firm + Performing data audits to prevent rebalancing errors + Classifying new securities and maintaining security databases Required Experience: What you bring: + 1-2 years of experience in the wealth management industry, including trading and rebalancing + Proficiency with Tamarac Advisor View and Rebalancer, Salesforce CRM, and/or similar systems is preferred + A Bachelor’s degree + Proficiency with Microsoft Office programs, including experience using Excel to manipulate and process data (pivot tables, x-lookups, etc.) + Outstanding research, collaboration, communication, and problem-solving skills + Excellent organizational skills, detail orientation, and ability to prioritize effectively + Series 65 license or willing to obtain within first 3 months Keyword: Portfolio Trading Analyst From: Coldstream Wealth Management