Wealth Strategy Associate for Financial Advisor Team in Century City with advanced analytical skills, investment acumen and risk management.
Job Requirements:
We’re looking for a Wealth Strategy Associate to:
ANALYTICS:
• guide and direct all portfolio related activities and strategies
• supervise and conduct portfolio risk analytics on client portfolios
• create attribution analysis spreadsheets utilizing Bloomberg and develop customized client spreadsheets
• collaborate with the Team to prepare financial plans, asset allocation, and portfolio reviews
• hire and train interns to support analytical work
• supervise and direct all team and client trading activities through a variety of software systems – this includes cash, bonds, equities, derivatives, and alternative investments
RESEARCH:
• orchestrate our Team’s research needs and efficient methods of filtering research into actionable ideas
• conduct due diligence on all third party investment managers utilized by the team
• research investment management solutions to optimize client portfolios
• synthesize daily, weekly, and monthly research pieces for the Team to digest and implement in communications and investment action
CLIENT EXPERIENCE:
• work with the Team to prepare client proposals, related documents, portfolio reviews, and risk analytics for client meetings
• participate in client reviews both in person and on the phone
• meet with the primary advisor to review and implement investment strategies as the markets change, client investment goals are updated, or opportunities present themselves