Recruiting and hiring at Ferguson Wellman is typically a result of growth, not turnover. In fact, we are pleased that our clients have benefitted from no turnover on our investment team for the past 25 years and four employees who started as executive assistants have been with us for more than 20 years.
Hiring is driven by our desire to maintain our client-to-employee ratio that helps foster the level of service we provide. We currently do not have any positions open, but if their schedules permit, our professionals are willing to participate in a brief informational interview over the phone or in person about our firm or industry.
We do not have a formalized internship program; however, we have hired interns for specific projects when needs have arisen over the years.
If we have any full-time, temporary or internship positions open in the future, they will be posted on this page.
JOB TITLE: Equity Trading Associate
COMPANY: Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm established in the Pacific Northwest. With more than 690 clients, Ferguson Wellman manages $4.1 billion in assets that comprise union and corporate retirement plans, endowments and foundations, and portfolios for individuals and families. Our minimum is $3 million. In addition, the firm founded a new division in 2013 named West Bearing Investments that serves clients beginning at $750,000. Ferguson Wellman is an independent, employee-owned firm solely dedicated to investment and wealth management.
POSITION SUMMARY: Ferguson Wellman is looking for an entry to mid-level Equity Trader. This position will be responsible for stock trading, both block and basket. This includes providing current market information and supporting portfolio managers. In addition, this individual will have duties such as portfolio rebalancing, analysis, and portfolio manager support.
DUTIES AND RESPONSIBILITIES:
o Primarily responsible for trading of small order flow
o Establishing relationships with external traders to facilitate communication and execution
o Maintain efforts of desk to build strong portfolio manager and outside brokerage relationships
o Troubleshooting issues with internal and external parties to facilitate resolutions
o Documenting procedures and seeking process improvement
o Assisting with client requests both internal and external
o Work with company portfolio managers to invest cash and rebalance portfolios
• Detailed oriented, focused, and able to balance multiple tasks and deadlines
• Bachelor’s Degree in business, finance, or applicable combination of education and experience
• Exceptional computer skills to perform essential functions listed above especially spreadsheets
• Willing to handle routine tasks with strong multi-tasking abilities
• Ability to work in a team environment, to adapt to frequent task changes and work with various personalities smoothly
• Accepts and follows direction and protocol well
• Fundamental understanding of financial industry (stocks, bonds, asset allocation, etc.)
• 1-3 years’ experience in financial industry preferred but not required
Ferguson Wellman is offering the right person a competitive salary commensurate with experience, exceptional benefits, and profit-sharing.
How to Apply:
Please email your resume and cover letter to email@example.com.