Are you an analytical professional with a passion for working with Ultra-High Net Worth (UHNW) clients? Our client is seeking a Financial Advisory Analyst to join their relationship management team in New York City.
About the Role:
This critical role supports our clients by delivering tailored financial solutions, preparing detailed analyses, and driving exceptional client service. You'll be part of a dynamic environment where investment management meets strategic innovation, supported by a high-performing team and collaborative culture.
Key Responsibilities:
- Prepare comprehensive client balance sheets and asset allocation analyses.
- Monitor investment performance and produce accurate quarterly portfolio reports.
- Dive deep into portfolio construction, asset classes, macroeconomic trends, and investment products.
- Conduct ad hoc analyses for financial and estate planning needs.
- Assist in equity and options trading, with growing responsibility for execution.
- Coordinate client tax data and documentation.
- Gain exposure to private investments, client interactions, and family office operations.
Who You Are:
- 2+ years of relevant financial services or private wealth experience, with exposure to UHNW clients.
- Passionate about investment management and delivering exceptional client service.
- Strong academic credentials (bachelor's degree required) with demonstrated cognitive ability.
- Analytical, detail-oriented, and proactive.
What We Offer:
- Competitive base salary ($115K–$125K) plus a guaranteed minimum bonus (25%).
- Comprehensive benefits, including medical, dental, vision, and wellness programs.
- Matching 401(k), tuition reimbursement, and professional development support.
- Generous referral bonuses and a smart-casual dress code.
- Hybrid work environment with on-site presence in our NYC office.