Research Associate

| Greater Denver Area
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Company Summary:
Personal Capital is the pioneer and market leader in digital wealth management, disrupting the traditional $30 trillion U.S. wealth management market. The company is a hybrid of technology driven advice complemented with human advisors, delivered virtually and directly to the consumer. Our free personal finance app is utilized by over a million users helping them track over $500 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $10 billion in personalized investment portfolios for families in the U.S.

Personal Capital has raised over $280 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to execute on its vision.

The Role:

The Research Associate plays a supporting role to the Investment Committee. Portfolio implementation is the primary areas of focus. This involves order generation and rebalancing activities to ensure all client accounts maintain the right positions with minimal tax consequence. Additionally, there is opportunity to participate in numerous operational functions covering many aspects of wealth management for individuals and families. Specific duties include:

  • Implementing new client accounts
  • Maintaining existing accounts/rebalancing
  • Proxy voting
  • Support for clients through Sales and Service Advisors, including:
    • 401k allocation recommendations
    • Content creation for prospect/client communications
    • Financial planning
  • Portfolio research and general support to Investment Committee

The ideal candidate will execute at a high standard in a fast paced environment and is flexible, self-motivated, and efficient at multi-tasking. Attention to detail and pride in work are extremely important.

Qualifications:

  • Minimum of 1-2 years industry experience with a proven record of accomplishment and excellence
  • Excellent attention to detail. Strong operational, organizational and follow-up skills with the ability to manage complex operational work
  • Strong command of Microsoft Excel
  • Passion for investing and learning about capital markets

Location: Denver, Colorado

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