Russell Tobin & Associates is looking for a Financial Analyst to work for one of our clients, a leading global investment firm out of New York City! Apply now!

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)