Conduct client portfolio review and analysis to support investment recommendations and ensure assets are deployed according to the appropriate strategy
Review client accounts alongside Wealth Advisors to ensure allocation matches requests, propose trades and track target allocations
Conduct research and analysis on global financial markets, various asset classes and individual securities to assist in developing investment strategies
Review and create trade orders; execute trades in support of portfolio management and trading operations
Work closely with Planning team to create and review financial plans for delivery to clients
Interact with management, team members, and other departments to supply reporting and data for superior client services
Create historical reporting for data or activity related to Wealth Management team phone calls and other programs/initiatives
Generate reports and provide analysis to model scenarios to support internal and external stakeholders’ decision making
Identify, automate, and communicate basic process improvements that increase efficiency and quality of service
Carry out duties in compliance with all state and federal regulations and guidelines
Develop short and long term goals with the ability to execute effectively

Bachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field
Actively pursuing license or registration: FINRA Series 65; or CFA; or CFP
1+ year experience working in investment, data, or business analysis
Excellent knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Experience using data management/analysis tools such as SQL or Excel preferred
Previous experience with various investment tools a plus (e.g. Bloomberg, Tamarac, etc)

Wealth Analyst – Retirement Plan Services

Key skills