Senior Wealth Analyst

Overview:

The Senior Wealth Analyst position 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.)
• Ongoing demonstration of interest to learn beyond the regular office environment. Purposely educate junior teammates to ensure their success.

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
• Understanding of basic planning to service ULTR clients

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics or similar field required.
• Minimum of 3-5 years of experience in similar role required. Internship experience may be applicable.
• Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.). Demonstrated related experience may substitute for preferred education.
• Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment.
• 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.