Associate, Private Wealth Financial Advisory
2 days ago
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 financial 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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