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Associate Wealth Management Analyst

4 weeks ago

San Diego, United States augmentjobs Full time
Job DescriptionJob Description

Position Overview:

We are seeking a motivated and detail-oriented Associate Wealth Management Analyst to join our dynamic team. The Associate Wealth Management Analyst will support the wealth management team in delivering high-quality financial planning and investment advisory services to our clients. This role involves analyzing financial data, preparing reports, and assisting with client communications.

Key Responsibilities:

  • Financial Analysis: Assist in analyzing clients' financial statements, investment portfolios, and market trends to provide actionable insights.
  • Report Preparation: Prepare comprehensive financial reports, performance summaries, and investment recommendations for client meetings.
  • Client Support: Provide support in client communications, including answering inquiries, scheduling meetings, and ensuring timely follow-up on client requests.
  • Market Research: Conduct research on financial markets, investment products, and economic trends to support investment decision-making.
  • Data Management: Maintain accurate and up-to-date client data and financial information in internal systems.
  • Administrative Tasks: Assist with the preparation of client presentations, documentation for financial plans, and other administrative tasks as needed.

Qualifications:

  • Education: Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • Experience: 1-2 years of experience in financial services, wealth management, or a related field preferred. Internship experience will be considered.
  • Skills: Strong analytical skills with proficiency in Microsoft Excel and financial software. Excellent written and verbal communication skills. Ability to handle multiple tasks and prioritize effectively.
  • Certifications: CFA Level I or CFP coursework in progress is a plus.
  • Personal Attributes: Detail-oriented, proactive, and capable of working both independently and as part of a team.