Wealth Management Analyst – Hybrid Work Opportunity

4 days ago


Bethesda, Maryland, United States Sacred Heart University Full time
Job Summary

We are seeking a highly skilled Wealth Management Analyst to join our team at Sacred Heart University. As a key member of our financial services team, you will be responsible for providing technical support to our advisors and other team members, identifying problem areas, and summarizing them for the advisor.

Key Responsibilities:

  • Provide technical support to advisors and other team members
  • Identify problem areas and summarize for advisor
  • Assist with asset allocation decisions, portfolio construction, and rebalancing strategies
  • Look for ways to continually improve our procedures
  • Manage documentation of investment reporting and processes, paying close attention to compliance protocols
  • Conduct research and provide investment screening in advance of firm's Investment Committee meetings
  • Analyze mutual funds and ETFs for inclusion in model portfolio
  • Maintain mutual fund and ETF recommended lists
  • Assist Director of Investments in rebalancing client portfolios based on advisor's criteria using appropriate tools
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
  • Other projects and responsibilities as assigned by Manager

Qualifications:

  • Bachelor's Degree from an accredited college or university in Finance or related field preferred
  • CFA candidate a plus or desire to become CFA
  • Minimum 3 years of experience in investment management and/or financial advisory services
  • Willingness to learn
  • Knowledge of mutual fund, stock, bond, insurance, and annuity products
  • Proficiency in Math and strong analytical skills
  • Self-starter, good follow-through skills, and strong attention to detail
  • Excellent verbal, written, analytical, and organizational skills
  • Ability to interact with people across all levels of the business
  • Knowledge of third-party asset management systems, including portfolio and investment software (i.e. iRebal, Orion, Eclipse, Refinitiv)
  • Proficiency with computer programs, including MS Excel and Word
  • Prior experience working with independent RIA or wire houses

What We Offer:

  • Medical, Dental, Vision and Prescription Drug Coverage
  • 401(k) Savings Plan
  • Flexible Spending Accounts (FSAs)
  • Vacation, Holiday, Sick, and Personal Time Off
  • Continuing Education
  • Flexible Work Arrangements


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