Financial Advisor

2 weeks ago

Hayward CA, United States Atlas Search Full time

We are working with a well-known private Investment Management firm looking to hire across multiple levels of seniority for their Financial Analyst/Advisory department. The position will be based in San Francisco on a hybrid work schedule. Analyst/Sr Analyst/Sr Associate - Financial Advisory

Prepare client balance sheets and develop asset allocation analyses.
Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
Perform ad hoc analyses for clients financial and estate planning needs.
Participate in equity and option trading activities with increasing responsibilities for investment execution.
Gather, prepare, and coordinate client tax data and documentation.
Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

Passion for investment management and client service.
Excellent academic background and strong cognitive ability.
Bachelors degree.

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