Financial Planning Analyst

24 hours ago


Philadelphia, Pennsylvania, United States myCIO Wealth Partners Full time
Job Title: Financial Planning Analyst

myCIO Wealth Partners is a leading independent wealth management firm providing comprehensive investment and tax services to high net worth individuals, families, and institutions. We are seeking a highly organized and detail-oriented Financial Planning Analyst to join our team.

Key Responsibilities:
  • Compile monthly and quarterly reports on portfolio performance
  • Monitor and update client asset allocations
  • Perform due diligence on investment mutual funds, ETFs, separate account managers, and hedge funds
  • Prepare and coordinate materials for client meetings
  • Compile quarterly tax projections
  • Support the Partners and their team by providing operational functions such as money movement, account creation and maintenance, ad hoc project management, portfolio performance updates, and CRM database management
Requirements:
  • 0 to 2 years of relevant experience
  • Completed or pursuing CFP, CFA, or similar designation
  • Bachelor's degree or higher from an accredited university; major in financial planning, business, accounting, finance, or economics preferred
  • Strong interest in investment advisory and general financial planning services
  • Excellent written and verbal communication skills
  • Excellent computer skills, including Excel, Word, PowerPoint
  • Reliable, follows through on commitments; a self-starter when it comes to new challenges
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment
What We Offer:

myCIO rewards its team members' hard efforts with attractive salaries and top-tier performance bonus and profit-sharing plans.



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