Analyst - Wealth Management

6 days left

Employer
Private
Location
San Francisco, California
Salary
Competitive, Benefits
Posted
Feb 05, 2021
Closes
Mar 07, 2021
Job Function
Wealth Management
Employment Type
Full Time
Education
Bachelors

Wealth Management Analyst opportunity with a fast growing wealth management team, with one of  the largest wealth management / investment firms in the world. Work with international clients, domestic clients, UHNW, Family Offices, and Institutions. Work with a current team of 5 people and great clients.

DUTIES and RESPONSIBILITIES:
• Prepares performance measurement for clients, which involves computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors
• Develops presentation materials and proposals to assist Financial Advisors in obtaining clients’ business
• May participate in or conduct client/account meetings with or on behalf of the Financial Advisor
• Engages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor
• Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools
• Designs and produces strategy reports and other types of communications for Financial Advisors to use with clients and prospects as part of the overall marketing initiative
• Provides individualized recommendations to the Financial Advisor regarding client situations and their investment managers using Consulting Group manager research
• Develops Statement of Investment Policy for clients in coordination with Financial Advisors


EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• Minimum of 3-5 years of post-high school education and/or work experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Active Series 7, 63 and 65; or Series 7 and 66. Preferred if had licenses, or obtain within 3 months 
 

Knowledge/Skills
• Ability to measure performance of clients’ portfolios
• Successful completion or pursuit of CFA designation an asset 
• Proficient in applicable software applications including Addepar, Excel
• Financial industry and product knowledge preferred

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