Our Story< Br>Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations.
Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of ” Well-th.
rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).< Br><Br> <B>Your Future Team:< /b> Bel Air Investment Advisors LLC< Br>Bel Air Investment Advisors LLC, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets.
We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform.
We were founded in 1997, with offices based in Los Angeles built on a set of client-centric core beliefs which guide its practice.< Br><Br> <B>Reporting Relationship:< /b> The Financial Analyst (” Analyst”) will report to the Manager, Advisory Support.
The analyst will be assigned to a team or teams and have a close working relationship with all employees of the Firm.< Br><Br> <B>Experience / Education Requirements:< /b><Br> <Ul><Li> Bachelor’s degree (B.
A.) from a four-year College or University< /li><Li> Technical skills using Excel (can maintain complex spreadsheets), PowerPoint, and the Microsoft Office Suite< /li></ul> <B>Responsibilities:< /b> The analyst supports your teams with client/prospect presentation materials, reports, and more.
The following is a list of specific responsibilities:< Br><Ul> <Li>Construct financial models, prepare standard presentation materials, and produce customized analysis/presentations for complicated account structures.< /li><Li> Understand, researching,and providing information to Advisors regarding prospects and clients’ current portfolio structure and investments.< /li><Li> Create and produce multi-manager performance reports.< /li><Li> Research and provide information about products such as mutual funds, separate accounts, and alternative investments.< /li><Li> Reallocate client portfolios and interface with operations and product teams to reflect advisor decisions in client portfolios.< /li><Li> Gain knowledge of processes and operational procedures related to client investing.< /li><Li> Maintain marketing materials for us (e.G., proprietary strategies, multi-manager, stock market balance sheet, index returns page, pitch-book materials).< /li><Li> Construct risk-reward analyses, run Monte Carlo simulations, and perform manager performance analyses on Morningstar Direct.< /li><Li> Complete Special/Firm projects as assigned (e.G., research manager returns, committee support, staff meeting support)< /li><Li> Achieving complete understanding of the markets, investment strategies offered at our company, and more.< /li><Li> Understanding of principles, practices, and regulatory requirements of the Firm.< /li></ul> <B>Qualifications: You should have the following attributes:< /b><Br> <Ul><Li> High degree of personal integrity and high personal work ethic, coupled with the ability to earn and inspire respect and confidence among peers, team members, and senior management.< /li><Li> Aggressiveness in meeting commitments.< /li><Li> Ability to work in a fast-paced work environment and navigate organizational structures with sensitivity and finesse.
Comfortable working without a lot of direction.< /li><Li> Demonstrate a strong interest in the financial markets, possess a working knowledge of the investment world, and be a highly motivated team player.< /li></ul> <B>AN EQUAL OPPORTUNITY EMPLOYER:< /b> Hightower isan equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.