Provide technical support to advisors and other team members
Conduct monthly/quarterly/ad hoc practice wide data manipulation
Identify problem areas and summarize for advisor
Assist with asset allocation decisions, portfolio construction, and rebalancing strategies
Look for ways to continually improve our procedures
Manage documentation of investment reporting and processes, paying close attention to compliance protocols
Conduct research and provide investment screening in advance of firm’s Investment Committee meetings
Analyze mutual funds and ETF’s for inclusion in model portfolio
Maintain mutual fund and ETF recommended lists
Maintain up-to-date information on model portfolios performance
Assist Director of Investments in rebalancing client portfolios (brokerage accounts, retirement accounts, annuities, 529s, variable life insurance accounts, etc.) based on advisor’s criteria using appropriate tools
In depth and frequent spreadsheet project workload & data manipulation
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
Other projects and responsibilities as assigned by Manager

Bachelor’s Degree from an accredited college or university in Finance or related field preferred
CFA candidate a plus or desire to become CFA
Minimum 3 years of experience in investment management and/or financial advisory services with good understanding of all basic investment concepts and theories, including statistics
Willingness to learn
Knowledge of mutual fund, stock, bond, insurance, and annuity products
Proficiency in Math and strong analytical skills
Strong spreadsheet skills
Self-starter, good follow-through skills, and strong attention to detail
Excellent verbal, written, analytical, and organizational skills
Ability to interact with people across all levels of the business
Knowledge of third-party asset management systems, including portfolio and investment software (i.e. iRebal, Orion, Eclipse, Refinitiv)
Proficiency with computer programs, including MS Excel and Word
Prior experience working with independent RIA or wire houses

Medical, Dental, Vision and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA)
401(k) Savings Plan
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Flexible Spending Accounts (FSAs)
Life and Disability Plans
Long-Term Care
Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Comprehensive Onboarding
Continuing Education
Flexible Work Arrangements
Dress for Your Day
Dress-Code Culture & Belonging

Wealth Management Analyst

About this role