Financial Analyst

4 weeks ago

Jericho, United States PEAR Core Solutions Full time

Opal Wealth Advisors, located in Jericho Long Island (NY) is a registered investment advisor (RIA) dedicated to helping their clients create and use wealth to accomplish their financial goals.  

Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals.  

The key aspects of the Financial Analyst Role include;

Serving as the primary administrator of all Opal Investment Models, including oversight, execution and tax loss harvesting.

Serving as the primary resource for alternatives investments, including subscriptions, capital calls, transfers and on-request document gathering.

Assisting in the Investment Process, providing support to the investment committee.

Assist in Investment Compliance, monitoring/maintain an approved list and auditing adherence to investment compliance.

Support the firm in the structuring and rollout of its procedures and to identify areas of improved process, efficiency and checks/balances.

Support the financial planning efforts at Opal Wealth Management.

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