What are the responsibilities and job description for the Portfolio Analyst position at Knightsbridge Wealth Management?
ABOUT KNIGHTSBRIDGE WEALTH MANAGEMENTKnightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $900 million assets under management (AUM) and an over 20-year history of helping clients achieve their financial goals. Our mission is to build a firm where we’d be happy to have our own family members be full-fee-paying clients, and we achieve this by living out our core values every day. These values include always doing what’s best for the client, pursuing excellence in everything, treating each other well, and continuously adapting and improving.Benefits include:$80,000-$110,000 salaryPerformance-driven annual bonus50% match of employee 401k contribution100% coverage of employee health insuranceThree weeks paid vacation that increases with tenureOne firmwide work from home day per week with the remainder onsiteA fun annual company retreatPORTFOLIO ANALYST JOB DESCRIPTIONWe’re looking for a motivated, fast-learning, and high-performing addition to our team. Reporting to the assigned Wealth Management Advisor with direction from the Director of Trade Operations, the position offers excellent exposure to executive leadership and multiple avenues for advancement at a growing firm.The right candidate will:Demonstrate proficiency working with numbersExhibit attention to detail, organization, and time managementPresent a professional image compatible with serving high-net worth individuals whether in person, over the phone, or in writingSeek out the mentorship and development that comes with an in-office positionAspire to take on an increasing role within the Advisory teamBe willing to step out of a narrowly defined role to help where the firm needsEmbrace a dynamic, fast-paced environment with a problem-solving mindsetResponsibilitiesExecute trades and rebalance accounts on behalf of clientsPerform portfolio evaluations and prepare prospective client presentationsDevelop financial plans for clientsMaintain investment strategy modelsInitiate and drive investment strategy performance reportingPerform ad-hoc projects as directed by the Wealth AdvisorCollaborate with operations team to streamline firm policies and proceduresTake on other duties, as it’s a small firm where people wear multiple hatsQualificationsUndergraduate degree2-4 years of onsite work experience, with an investment market-related role preferred, though experience is less important than attitude and capacity to learnProficiency with Excel and PowerPointFamiliarity with Tamarac, Charles Schwab, and Fidelity preferred#hc209676
Salary : $80,000 - $110,000