Wealth Strategy Associate

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

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