Fulcrum Capital, LLC

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Director of Research

at Fulcrum Capital, LLC

Posted: 5/6/2020
Job Status: Full Time

Job Description

Fulcrum Capital, LLC is seeking a Director of Research for its Seattle, WA office.


Job Duties: As a member of the firm's Investment Committee, research, evaluate and make recommendations regarding global macro-economic conditions, investment themes, and asset allocation. Research, analyze, make recommendations, and monitor securities and third-party managers covering all asset classes. Co-manage the firm's large-cap U.S. Core Equity model portfolio. Author periodic articles, develop pitchbooks, and deliver presentations to internal and external audiences. Support CEO/CCO with compliance-related reports, proxy votes, regulatory filings, and other policy administration. Responsible for development, messaging, and implementation of the firm's ESG investment process/philosophy.


Education Requirement: Bachelor's Degree in Finance or related field


Experience Requirements: Minimum of three years of experience as a Portfolio Manager, Research Associate, Investment Analyst or related professional investment management experience, which includes three years in each of the following:


"          managing or advising on portfolios for institutions and/or private clients with portfolios over ~$5.0MM;

"          conducting equity analysis;

"          Senior level investment management experience with ESG (environmental, social, and governance) portfolios including:

o          portfolio management,

o          investment research and integration,

o          due diligence,

o          reporting; and

"          Advising clients as a Chartered Financial Analyst (CFA®) charterholder.


Job Order number must be indicated on your response.



Application Instructions

Please send résumé to:


Job #200

Fulcrum Capital, LLC

Michelle Mathieu

1111 Third Ave, Suite 1880

Seattle, WA 98101