Associate, Private Wealth Financial Advisory

2 weeks ago

San Mateo, CA, United States Russell Tobin Full time

Our client, a global multi-family office RIA, is currently looking for an individual to join up with their Financial Advisory team, responsible for the portfolio construction and analysis of their ultra-high net worth client portfolios. The team is looking for an individual highly knowledgeable within the key aspects of financial planning for ultra-high net worth individuals and families.

As a Financial Advisory Associate, you'll be a key member of the firm's Financial Advisory team, focusing on portfolio construction, management, and analysis for the firm's high-net-worth and ultra-high-net-worth clients. You'll help manage portfolios, provide financial analysis, and contribute to investment and wealth planning strategies.

*Also accepting applicants at the Senior Analyst level*

Key Responsibilities:

  • Prepare client balance sheets and conduct asset allocation analyses.
  • Monitor portfolio performance and manage quarterly reporting with accuracy and consistency.
  • Support portfolio construction and gain exposure to various asset classes, investment products, and client-specific strategies.
  • Perform ad hoc analyses to support equity planning and trust and estate planning needs.
  • Assist with equity and options trading and other investment execution activities.
  • Collect, organize, and manage client tax and financial documentation.
  • Participate in direct private investments and gain exposure to broader family office operations.

Qualifications:

  • 3-7+ years of relevant experience in investment management, financial advisory, or professional services.
  • Strong analytical, quantitative, and communication skills.
  • Passion for investment management and client service excellence.
  • Bachelor's degree required; advanced degrees or certifications a plus.

Benefits:

  • Medical, Dental, and Vision
  • Life and Disability Insurance
  • 401(k) match program
  • Commuter and Wellness benefits

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