Investment Advisory Associate

3 days ago


Dallas, Texas, United States International Search Consultants Full time
Job Description

Investment Advisory Associate

International Search Consultants

International Search Consultants is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.

TheInvestment Advisory Associate will be instrumental in partnering with UHNW Clients and will work closely with the Client Advisory and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices.

Responsibilities:

  • Partner with the Client Advisor team to carry out the day-to-day delivery of 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.
  • Collaborate with team members to 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.


How to Apply:

Please contact Anna Souers at International Search Consultants, annas@iscjobs.com


Referrals Do you know someone who may be a fit?

We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We are looking for sharpClient Advisory Associates whose name comes to mind?





  • Dallas, Texas, United States International Search Consultants Full time

    Investment Advisory AssociateInternational 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...


  • Dallas, Texas, United States International Search Consultants Full time

    Investment Advisory AssociateInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill the role of Investment Advisory Associate. This position offers tremendous long-term career development and continued growth opportunities as the firm continues to expand.Key Responsibilities:Partner with the Client Advisor team to...

  • Investment Associate

    2 weeks ago


    Dallas, Texas, United States Stronghold Investment Management Full time

    About UsStronghold Investment Management is a technology-driven investment manager focused on real-assets and related private markets. Our investment framework features rapid transaction velocity, deep technical expertise, creative financial structuring, and objective decision making.Job SummaryWe are seeking a highly skilled Investment Associate to join our...


  • Dallas, Texas, United States Stronghold Investment Management Full time

    About UsStronghold Investment Management is a technology-driven investment manager focused on real-assets and related private markets. Our investment framework features rapid transaction velocity, deep technical expertise, creative financial structuring, and objective decision making.Job SummaryWe are seeking a highly skilled Investment Associate to join our...


  • Dallas, Texas, United States Alvarez & Marsal Full time

    About Alvarez & MarsalAlvarez & Marsal (A&M) is a global professional services firm that provides advisory, business performance improvement, and turnaround management services. With over 9,000 professionals worldwide, A&M helps companies achieve transformation and drive change with practical solutions.Global Transaction Advisory Group (TAG)TAG, a subsidiary...


  • Dallas, Texas, United States Alvarez & Marsal Full time

    About Alvarez & MarsalAlvarez & Marsal (A&M) is a leading global professional services firm that provides advisory, business performance improvement, and turnaround management services. With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms, and government agencies facing complex...


  • Dallas, Texas, United States SIG Partners Full time

    Company Overview:SIG Partners is a distinguished private equity firm focused on the lower middle market, providing advisory services to independent sponsors, search funds, and various acquisition entrepreneurs. We specialize in delivering acquisition support and direct capital investment through unique strategies and robust relationships, aiming to enhance...


  • Dallas, Texas, United States Lincoln International AG Full time

    About the RoleLincoln International AG is seeking a seasoned professional to join our Valuations and Opinions Group as an Executive Director, Transaction Advisory Services. This is an exciting opportunity to lead project teams and provide expert guidance to clients in the areas of valuation and financial advisory services.Key ResponsibilitiesLead project...


  • Dallas, Texas, United States Weaver Full time

    Transaction Advisory Services AssociateWeaver is seeking a highly skilled Transaction Advisory Services Associate to join our team. As a key member of our advisory services group, you will assist in due diligence projects for clients, taking ownership of small projects under the supervision of more experienced team members.Key Responsibilities:Perform...


  • Dallas, Texas, United States Jobot Full time

    Hybrid Opportunity: We are seeking a skilled professional to become part of our team at Jobot, a prominent firm in Wealth Management. This position offers an excellent work/life balance, an Employee Stock Ownership Plan (ESOP), annual bonuses, employer-sponsored benefits, volunteer hours, and remarkable career advancement opportunities.About Jobot: Founded...


  • Dallas, Texas, United States RSM Global Full time

    About RSM GlobalWe are a leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver exceptional results for our clients.Job SummaryWe are seeking a highly...


  • Dallas, Texas, United States GuideStone Financial Full time

    About the RoleGuideStone Financial is seeking a highly skilled Investment Services Operations Associate to join our team. As a key member of our Institutional Investment Operations team, you will provide operational support, trading, liquidity management, and reporting to our clients.Key ResponsibilitiesOperational SupportProvide daily execution of the...


  • Dallas, Texas, United States TopShelf Talent Group Full time

    Investment Associate Opportunity at TopShelf Talent GroupWe are seeking a highly skilled Investment Associate to join our team at TopShelf Talent Group. As an Investment Associate, you will play a key role in evaluating and presenting new investment opportunities to our investment team.Responsibilities:Evaluate and present new investment opportunities to the...


  • Dallas, Texas, United States GuideStone Full time

    Join GuideStone's TeamAt GuideStone, we are committed to fostering an environment that promotes the spiritual, relational, financial, physical, and professional growth of our team members. Our organizational culture is built on the principles of excellence, collaboration, humility, integrity, compassion, and stewardship.What We ProvideWe offer a...


  • Dallas, Texas, United States D2 Asset Management, LP Full time

    About D2 Asset ManagementD2 Asset Management, LP is a global investment firm that specializes in credit, hybrid, and special situations investing across complex and asset-rich opportunities. We provide structured solutions in private markets and invest opportunistically across the capital structure in liquid markets.Our investment approach combines...


  • Dallas, Texas, United States Hilltop Securities Inc Full time

    Hilltop Securities Inc is seeking a Senior Advisory Services Associate to join our dynamic team. The ideal candidate will deliver expert-level assistance to the Advisory Services Group, which offers platforms and services to registered advisors, including Private Client Group (PCG), Momentum Independent Network (MIN), and Correspondent Firms that manage...


  • Dallas, Texas, United States GuideStone Full time

    Join GuideStone's Investment Services TeamAt GuideStone, we are committed to fostering an environment that nurtures the spiritual, relational, financial, physical, and professional growth of our employees. Our culture is built on the principles of excellence, teamwork, humility, integrity, compassion, and stewardship.What We ProvideWe offer a comprehensive...


  • Dallas, Texas, United States Weaver Full time

    Transaction Advisory Services ManagerWeaver is seeking a highly skilled Transaction Advisory Services Manager to join our team. As a key member of our Transaction Advisory Services team, you will play a critical role in delivering exceptional attention to detail and a personal level of service to our clients.Key Responsibilities:Assist in the strategic...


  • Dallas, Texas, United States Comerica Bank Full time

    Job Overview Investment Banking Analyst Program, Comerica Securities The Investment Banking Analyst Program is a demanding full-time position tailored for new and recent graduates, aiming to familiarize them with the essential principles and procedures of investment banking, particularly in the areas of merger, acquisition, and divestiture advisory...


  • Dallas, Texas, United States Equitable Advisors Full time

    Position Title: Financial Advisory Sales ConsultantCompany: Equitable AdvisorsJoin our esteemed financial services firm committed to empowering clients in reaching their monetary aspirations and safeguarding their financial well-being. We are seeking a skilled and driven Financial Advisory Sales Consultant to become part of our team, with the potential for...