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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Los Angeles, California

Salary: $70K - $100K

Verus oversees $8.5bn in AUM and has the experience and capabilities to help fiduciaries meet their responsibilities and achieve their enterprise objectives. Our most distinctive characteristics are the quality of our people, the principled nature of our culture, the insights of our robust research, and our determination to serve our clients well. We continue to be driven by the same values our founder, William Wurts, established in 1986: to remain independent, research-driven, and client-focused.

Verus is in search of a Consulting Associate who is a self-motivated individual to service our institutional client consulting function in our Los Angeles office (with a hybrid work policy). We also have offices in Seattle, San Francisco and Pittsburgh which are possible locations for this position or work remotely in the Chicago area until a Verus office is established there. Candidates should be process-minded, detail oriented, capable, flexible, and focused on results.

The Consulting Associate acts as the primary resource for consultant support. Responsibilities include meeting preparation, investment policy development, asset allocation studies, investment manager coordination, responding to client requests and assisting consultant in new business development.

Essential Functions:

  • Client support
  • Meeting preparation
  • Portfolio support and coordination
  • Incorporation of research
  • Investment Policy Statement development
  • Research: Subject Matter Expertise

Salary:

$70,000 – $100,000 DOE

The base salary range in this job posting represents the low and high end of the anticipated salary range for this specific position and its unique job function within a specific job category.  Salary offered to candidates is determined by factoring in market pay for the job function and job category, 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 15 days of paid time off the first year of employment.  

 

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 visit our Verus Career Website here: https://www.verusinvestments.com/careers/  

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.

Qualifications

  • Bachelor’s Degree required;
  • MBA, Masters of Finance, or CFA Level II candidacy preferred;
  • Two or more years of analytical and research experience in a related field, preferably institutional investing;
  • Solid knowledge of financial investing techniques; knowledge and familiarity with the major markets.  Basic understanding of pensions, defined contribution plans and non-profits.