The Senior Wealth Analyst works on our Ultra High Net Worth advisory team, working with our wealthiest and most complex clients. The work can be demanding, but those who do well in this role are excited by the uniqueness and challenges of the populations we service. In this role, you are responsible for providing technical support to the advisory team by data gathering, scenario building, investment analysis, and plan presentation. You will also assist in the preparation and review of personal financial statements, allocation tables, portfolio transitions, estate planning modeling, presentation decks, and participate in internal strategy discussions for clients.
Responsibilities
Review, model, analyze, and rebalance investment portfolios.
Develop an understanding of investments, markets, and planning
Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports.
Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input.
Create and deliver prospective client proposals and inventories.
Become an expert in one of the core disciplines/tools (technology, concept, etc.)
Qualifications
Bachelor’s degree in Finance, Accounting, Economics or similar field required.
Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.).
Demonstrated related experience may substitute for preferred education.
Minimum of 3 years of experience in similar role required.
Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment.
Skills and Knowledge
Organized, analytical, and detail oriented
Self-motivated and independent yet exhibits a team player attitude
Indomitable work ethic and the willingness to work additional hours as needed
Strong willingness to learn
Outstanding written and verbal communication skills
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V
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