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Associate Advisor/Sr. Associate Advisor

Greycourt & Co., Inc.
San Antonio, Texas
Competitive based on experience
Closing date
Sep 5, 2024

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Job Function
Investment Advisor/Consultant, Wealth Management
Industry Sector
Consulting Firm, Finance - General
Employment Type
Full Time

Greycourt is a leading financial advisory firm, primarily serving ultra-high net worth multi-generational families and family offices. Recent growth has provided the opportunity to recruit a talented candidate to join Associate Advisor (AA) group. The AA group supports the Advisory team in all functions of client relationship management.  

Greycourt is opening a physical office in San Antiono, Texas to support recent growth in that market. We hope this position will play a critical role in serving that office and further growth in the Southwest market. The position is open to candidates in all of our office locations, but applicants with a willingness to relocate to Greycourt’s newly opened Texas office will receive significant preferential consideration for the open AA/Sr. AA position. 

Greycourt is one of a very few independent advisory firms that operates under an open architect model. In fact, we were one of the first to do it over 30 years ago and our investment process is unencumbered by conflicts of interest. One of our guiding principles is to act in a way that is in the best interest of our clients. Full stop. No asterisk. 

At Greycourt we eschew model portfolios in favor of a customized approach befitted our unique clientele. Greycourt cultivates a highly academic and collaborative culture and the Associate Advisors (AA/ Sr. AA) regularly contribute to the intellectual capital of the firm. We take a team approach to investing and client management, and the AA/Sr. AA is a critical contributor. 

We work primarily with ultra-high net worth families ($100M + AUM) and family offices. We believe in being a net importer of talent and have focused on building a multi-generational firm serving generations of clients. Recent growth has afforded Greycourt the opportunity to add to the Advisory team of which the AA/Sr. AA is a key member. Greycourt is an equal opportunity employer and encourages applicants that contribute to both gender and cultural diversity.
The AA/Sr. AA position is a rare opportunity to collaborate with some of the wealthiest families in the US and best in class investment managers. We are looking for a candidate that is equally passionate about delivering world-class client service as they are broadening their investment knowledge. The ideal candidate will excel in both project management and have a high level of investment expertise. 

The AA/Sr. AA supports Advisors in all aspects of client relationship and portfolio management including but not limited to preparing presentation materials, running asset allocation analyses, reviewing quarterly reports for completeness and accuracy and ad hoc investment analysis as requested. The AA/Sr. AA acts as an information ‘hub’ for their clients, interacting with all Greycourt departments to facilitate a client’s account and provide the Advisors with the information they need to properly advise their clients on investment strategy.  
→    Ability to manage and prioritize multiple tasks in a time-sensitive environment; project management experience a plus.
→    Ability to effectively communicate with clients and Advisors, including delivering portfolio performance, and economic and market trends.
→    Knowledge of portfolio theory and construction.  
→    Understanding of investment strategy in all asset classes.
→    Strong Excel skills required; PowerPoint skills with a willingness to further proficiency via combination of self-learning and company directed education.
→    A bachelor’s degree in Business or Finance, Economics, Accounting, Mathematics, or any degree demonstrating the capacity for knowledge and skills. Graduate degree in related field a strong plus.
→     Progress towards or willingness to obtain the CFA® designation is a strong plus.
→    Minimum 5-years related experience. 

→    Develop knowledge of client’s entire financial and family situation, including incorporating complex estate planning and trust factors in all aspects of portfolio management.
→    Produce high quality presentations for use with clients, prospects, and internally to review portfolio results, strategy, and various ad hoc investment topics.
→    Participation in client portfolio reviews and ad-hoc meetings.
→    Recommend portfolio changes based on current Greycourt thinking and demonstrate the effects of those changes of buy / sell recommendations, including tax liability, using existing Excel-based model. 
→    Asset Allocation Analysis- Using existing model(s) that incorporate Greycourt’s asset class risk and return assumptions and client specific tax and cash flow assumptions to show ultimate wealth effects on various portfolio allocations.
→    Research client-directed investment managers, strategies, and topics.
→    Serve as primary analytical support for between 10-12 client relationships.  

→    Act as a liaison between the AA group and Greycourt’s other departments (Performance, Administrative, Client Service, Manager Research, and Advisory) to ensure that tasks and responsibilities are appropriately allocated amongst departments and in a manner that supports efficiency, inter-group collaboration, and ultimately firm profitability.  
→    Able to work overtime as needed, particularly during the quarterly reporting cycle; occasional travel may be required.

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