Pugh
Capital Management, Inc.
1414 31st Avenue South #302
Seattle,
WA 98144
Job Description –Investment Operations
Company
Overview
Pugh Capital is a registered investment advisor located in the Mount Baker neighborhood
in Seattle. The firm has over $1 billion in assets under management. Pugh Capital specializes
in managing fixed income portfolios for institutional clients. Clients include public and corporate pension
funds, endowments and financial institutions. Our primary business functions emphasize portfolio management,
investment research, analysis and trading, marketing, client relations, operations and administrative support.
Position
Overview
Pugh
Capital Management currently has an opening for an Investments Operations Associate. If you are interested
in pursuing a career in the investment management industry, this entry-level position is an excellent place to start.
Pugh Capital is an established and growing investment firm that offers enthusiastic and dedicated employees excellent
career development opportunities.
This position will provide operational, administrative and analytical support for the firm.
The employee in this position will have the opportunity to be involved in trade settlement activities, account reconciliation,
updating portfolio investment reports for clients and portfolio managers, and certain administrative functions.
In addition this position will provide analytical support on routine and special projects supporting the investment
and portfolio management functions.
This
entry level position will provide a strong foundation for understanding investment operations and accounting functions.
In addition the individual will have the opportunity to learn and contribute to the investment and portfolio management
functions.
Responsibilities
Listed below are some of the primary responsibilities:
q
Reconciles client accounts and generates reports.
q Handles
securities settlement including custodian and broker communications.
q
Prepares weekly and monthly investment reports using
Bloomberg, EXCEL, BondEdge and Access.
q
Serve as backup staff person for BondEdge system
(Portfolio Analytics).
q Updates and creates presentations using PowerPoint.
q Special
and routine projects as assigned.
q Performs other related duties as assigned.
Required
Skills and Abilities
This position requires an individual who is
detailed oriented, computer literate, well organized, flexible, enjoys balancing accounts and working with numbers.
Successful candidate will be proficient with Microsoft EXCEL and other MS products. Other requirements
include good customer service skills and the ability to exercise initiative and prudent judgment. Individual
must be reliable, proactive, and able to work independently.
Desired
Skills/Qualities
Bachelor degree in business, economics, finance, accounting
or closely related field or equivalent experience preferred. Some work experience in an administrative,
operations, accounting or bookkeeping capacity.
If
you are interested, send your resume and cover letter (with ACAP mention) to Mary Pugh at mpugh@pughcapital.com or Jim Hoey at jhoey@pughcapital.com.
Volunteer Opportunities
VOLUNTEER AT CHILDREN’S HOSPITAL AND REGIONAL MEDICAL
CENTER
FINANCE
DEPARTMENT
Location:
The
Finance Department is located at 6901 Sand Point Way N.E, Seattle WA, 98115
Department:
The
Finance Department has around 30 employees – whose duties range form accounting, payroll, accounts payable and research
and grants.
Objective:
Provide a comfortable experience in a business environment
setting and understand the business structure and it’s operations:
Goal:
Learn
some of the accounting duties of an AP clerk, Payroll Clerk and an Accounting Technician.
Term:
At
least 40 hours of commitment – over 3 months
Requirements:
Some computer and 10 key skills.
Contact:
Bram
Deo (Controller)
Email: bram.deo@ seattlechildrens.org
Phone: 206-987-4384
Visit www.seattlechildrens.org for information about Children’s Hospital and Regional Medical Center