Investment Advisory Associate

6 days ago


Dallas, Texas, United States International Search Consultants Full time
Investment Advisory Associate

International Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill an Investment Advisory Associate position. The firm specializes in providing customized investment management and advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.

Key Responsibilities:
  • Partner with the Client Advisor team to deliver wealth advisory services for Ultra High Net Worth Clients.
  • Communicate directly with clients and their external advisors.
  • Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests.
  • Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management.
  • Develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals.
  • Generate, maintain, and analyze performance reports.
  • Execute investment decisions.
  • Conduct client wealth forecasting.
  • Support the onboarding process for new clients.
  • Provide assistance in business development activities.
Requirements:
  • 5+ years of related experience within UHNW Client Support and investments.
  • BA/BS Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred.
  • Excellent communication skills - written and verbal, as well as superior analytical skills.
  • High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems - performance reporting, data/transaction aggregation, data analytics, CRM.
  • Experience with Addepar, Salesforce and / or Morning Star is a plus.


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