The Financial Analyst provides support to the firm Partners/Advisers by monitoring portfolio holdings, running risk models, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management and Multi-Family Office business.
Responsibilities include:
• Working closely with Advisers to support and implement wealth management strategies for clients
• Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation, as well as implementation with in a holistic family balance sheet
• Analyze equity and fixed income portfolios for risk and return characteristics
• Execute portfolio re-balancing
• Research internal and external investment vehicles for client asset allocation
• Keep abreast of the latest events in the financial markets
• Relay research and market views to Advisers
• Work in conjunction with broker dealer’s and software service providers to keep abreast of all new technologies and developments
• Assist with trading and provide client service and team support
Competencies:
• Holds Series 65 license
• Expert in Excel, Addepar and Bloomberg
• Strong interpersonal skills including verbal and written communication
• Must be able to function as a self-starter establishing and maintaining disciplined work processes, setting priorities to achieve results in a disciplined manner.
• BA degree in accounting, finance or related discipline
• Professional designation such CFA preferred
• Professional experience in financial services preferred