Investment Specialist jobs in Seattle, WA

Verus is in search of a part time Marking Associate | Business Proposals to join our office in Seattle, WA or San Francisco, CA. We currently have a hybrid work model. Candidates should have an understanding of the investment industry and investment consulting principles, practices, process, and concepts. In lieu of pre-existing industry knowledge, a proven ability to learn a complex, quantitative industry is required.

The Marking Associate | Business Proposals is primarily responsible for marketing and new business needs proposals for the firm. The Associate’s chief responsibility is business writing: responding to Requests for Proposals (RFPs) from prospective clients. This requires the Associate to grasp the complex world of institutional investing in general, and the organizational structure and services of the firm in particular; work closely with colleagues to ensure content is accurate and thorough; and maintain a keen attention to detail. This individual plays a crucial role in earning new business for the firm.

The Associate manages the RFP process from start to finish through its various stages. Other responsibilities include researching and qualifying prospective RFPs; learning about our competitors; and tracking the RFP pipeline and outcomes. This position involves gathering data from a wide breadth of sources; a willingness and ability to use Microsoft Office and Artificial Intelligence is key to success.

Salary: $75/hr. – $95/hr.
Salary offered to candidates is determined by factoring in market pay, internal peer equity, education, credentials, relevant skills and expertise, past employment experience, and geographic pay differentials.

Verus is an independent, institutional investment consulting firm. Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs. Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; annual discretionary bonus; CFA and other professional certifications sponsorship; parental leave; 13 paid holidays; and paid time off (accrued at a part time rate).

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

To apply please attach your resume and a writing sample.

Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status.