Financial Analyst

·        Supporting the Advisor team in providing comprehensive personal financial planning, investment planning and tax services to high-net-worth families and corporate executives

·        Managing the new client onboarding process

·        Organizing and maintaining client data

·        Processing client subscriptions of alternative investment documents

·        Generating ideas and problem solving related to clients’ complex and unique financial matters

·        Preparing client financial statements and investment performance reports

·        Preparing investment allocation analyses to help monitor and manage various publicly traded fixed income and equity strategies as well as alternative investment strategies

·        Preparing client retirement, insurance and estate-planning analyses

·        Preparing clients’ quarterly tax projections and annual Federal and state income tax returns

·        Regularly interacting with clients via telephone and face-to-face meetings

Requirements

·        2 – 4 years of experience working within an investment manager/wealth planner preferred but not required

·        Experience preparing tax returns preferred

·        Bachelor’s degree required, concentration in Finance, Accounting or related field preferred

·        Strong organizational, time management and multitasking skills

·        Excellent written and verbal communication skills within a confidential framework

·        Proven ability to work independently and within a small team environment

·        Adaptability, willingness and motivation to learn and apply technical concepts

·        Proficiency utilizing spreadsheet, word processing and presentation software

Benefits