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Junior Wealth Management Analyst

3 months ago

Atlanta, United States augmentjobs Full time
Job DescriptionJob Description

Job Title: Junior Wealth Management Analyst
Company: Augmentjobs
Salary Range: $64,000 to $103,000
Experience Level: 2 to 5 years

Job Description

Position Overview:
As a Junior Wealth Management Analyst at Augmentjobs, you will play a pivotal role in supporting our wealth management team by providing in-depth financial analysis and assisting in the development and implementation of client investment strategies. You will work closely with senior analysts and portfolio managers to ensure the accurate and timely delivery of investment recommendations and financial advice to our clients.

Key Responsibilities:

  • Client Support: Assist in managing client portfolios by performing financial analysis and developing investment recommendations based on clients' goals and risk tolerance.

  • Research & Analysis: Conduct research on investment products, market trends, and economic conditions. Analyze financial statements, investment performance, and portfolio holdings.

  • Reporting: Prepare detailed reports and presentations for clients and senior management, summarizing investment performance and market conditions.

  • Data Management: Maintain and update client financial data, ensuring accuracy and compliance with regulatory standards.

  • Administrative Duties: Support the wealth management team with administrative tasks, including scheduling meetings, preparing documentation, and managing client correspondence.

  • Compliance: Ensure adherence to company policies and industry regulations, including compliance with financial and investment guidelines.

  • Market Monitoring: Monitor financial markets and investment portfolios, providing insights and recommendations to adjust strategies as needed.

Required Skills and Qualifications:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.

  • Experience: 2 to 5 years of experience in wealth management, financial analysis, or a related field.

  • Analytical Skills: Strong analytical and quantitative skills with the ability to interpret complex financial data and trends.

  • Technical Skills: Proficiency in financial modeling and analysis software (e.g., Excel, Bloomberg, or similar platforms).

  • Communication: Excellent verbal and written communication skills with the ability to present complex information in a clear and concise manner.

  • Attention to Detail: High level of accuracy and attention to detail in financial analysis and reporting.

  • Problem-Solving: Strong problem-solving skills with the ability to think critically and make informed decisions.

  • Teamwork: Ability to work collaboratively with team members and clients, demonstrating a proactive and client-focused approach.

  • Time Management: Strong organizational skills with the ability to manage multiple tasks and meet deadlines.

Preferred Qualifications:

  • Certifications: CFA Level I or II, CFP, or other relevant financial certifications.

  • Experience with Financial Software: Familiarity with financial planning and portfolio management software.

  • Knowledge of Regulations: Understanding of financial regulations and compliance requirements.

Work Environment:
The role is based in our corporate office, with potential for remote work options. Standard office hours apply, with occasional requirements for extended hours based on client needs and market conditions.

Application Instructions:
Interested candidates should submit their resume and a cover letter detailing their qualifications and experience. Please include "Junior Wealth Management Analyst Application" in the subject line.

This job description provides a comprehensive overview of the role and required qualifications for a Junior Wealth Management Analyst at Augmentjobs.