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Investment Associate
Investment AssociateChecchi Capital • Beverly Hills, CA, US
Investment Associate

Investment Associate

Checchi Capital • Beverly Hills, CA, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Who We Are

Checchi Capital Advisors, LLC is a rapidly growing wealth management firm with an innovative platform providing tax-efficient, transparent and globally diversified investments for select clients who share our values and objectives. CCA currently manages over $2.5B in AUM.

By fostering an inclusive environment and promoting professional development, we built a close-knit team that speaks 17 different languages and values collaboration and integrity. We are deeply committed to delivering superb client experience and consistent performance.

What We Are Looking For

We are searching for a dynamic Investment Associate to join our operations team. This role is focused on providing high-touch client service, developing and maintaining client relationships, and building financial models for existing and prospective clients.

In addition, as an Investment Associate you will :

  • Support business development by preparing plan proposals and presentations for prospective clients
  • Build financial models to analyze and forecast cash flows, portfolio projections, tax implications, etc.
  • Prepare for and present in client review meetings
  • Maintain CRM records and document meeting notes
  • Lead or participate in cross-functional projects to improve processes and deliver client solutions
  • Collaborate with advisory, trading and engineering teams on ad hoc initiatives
  • Support account opening, money movement and other operational items as needed

What You Will Bring

This role is for someone who has genuine interest in working for a growing firm and wants to dive deep into the world of wealth management and investments.

  • 3+ years of experience in banking, accounting, asset management or financial services company; general understanding of global markets and macroeconomics
  • Candidates will be required to pass an Excel test during the interview process
  • Bachelor's degree, preferably with a concentration in Accounting, Economics, Finance, Business Administration or a related field
  • Computer Skills – expertise in Microsoft Office Suite; experience with CRM, Bloomberg, Barclays and other data providers preferred
  • Attention to detail and exceptional organization. This position requires considerable coordination and follow-up. Being proactive and meticulous when it comes to processes is critical.
  • Ability to multi-task, work effectively in a team environment, take ownership of dedicated tasks, and look for ways to make current processes more efficient
  • Professional attitude and strong written and verbal communication skills, as you will be working predominantly with high-net-worth clients and prospects

    • Compensation Structure

    At CCA, we carefully consider a wide range of factors when determining compensation. In accordance with CA law, we expect the base salary for this position to be in the range of $90,000 to $110,000, plus an annual team performance bonus. Actual salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors.

    What We Offer

  • Competitive salary and bonus structure
  • Full medical coverage, including vision and dental
  • 401k with company match
  • Opportunity to work for an established financial services company in a fast-growing, start-up like collaborative environment with a supportive fun-loving team of experts
  • Mentorship opportunities and ability to work directly with firm founders and leaders
  • Beautiful office space in Beverly Hills
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