Wealth Management Analyst

This member will play a crucial part in providing excellent client services, along with portfolio management and reporting, for the firm's high-net worth and ultra-high net worth clients. Being part of the relationship management team, the role requires an expertise in financial analysis, client relations, and exposure to UHNW individuals.

Responsibilities:

Prepare balance sheets and asset allocation analyses for clients

Monitor investment performance and oversee quarterly portfolio reports

Develop proficiency in portfolio construction, asset classes, and macroeconomics

Conduct customized analyses for financial and estate planning purposes

Engage in equity and option trading activities, with growing responsibilities

Coordinate the collection and preparation of client tax data and documents

Gain exposure to direct private investments and key family office operations

Qualifications:

2+ years of experience in investment management, private banking, or wealth management (experience with UHNW clients preferred - minimum $50 million in assets)

Bachelor's degree preferred

Excellent communication and organization skills

Passion for relationship management and/or client services

Benefits:

Medical, Dental, Vision, Health

401(k) match

Salary:

$90,000 - $105,000 (+ Bonus)