Associate, Private Wealth Financial Advisory

Our client, a global multi-family office RIA, is currently looking for an individual to join up with their Financial Advisory team, responsible for the portfolio construction and analysis of their ultra-high net worth client portfolios. The team is looking for an individual highly knowledgeable within the key aspects of financial planning for ultra-high net worth individuals and families.

As a Financial Advisory Associate, you'll be a key member of the firm's Financial Advisory team, focusing on portfolio construction, management, and analysis for the firm's high-net-worth and ultra-high-net-worth clients. You'll help manage portfolios, provide financial analysis, and contribute to investment and wealth planning strategies.

Also accepting applicants at the Senior Analyst level

Key Responsibilities :

• Prepare client balance sheets and conduct asset allocation analyses.
• Monitor portfolio performance and manage quarterly reporting with accuracy and consistency.
• Support portfolio construction and gain exposure to various asset classes, investment products, and client-specific strategies.
• Perform ad hoc analyses to support equity planning and trust and estate planning needs.
• Assist with equity and options trading and other investment execution activities.
• Collect, organize, and manage client tax and financial documentation.
• Participate in direct private investments and gain exposure to broader family office operations.

Qualifications :

Benefits :