Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associate - New York
$85,000–$160,000 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Conduct client-facing portfolio construction, asset allocation, and performance analyses for ultra-high net worth individuals and families. Execute equity, fixed income, and derivatives transactions while managing account re-balancing across asset classes. Monitor macroeconomic trends and internal research to inform strategic and tactical decisions. Serve as a key liaison between clients and internal stakeholders including Operations and Compliance. Lead cross-functional projects to streamline operations and improve team efficiency. Work closely with Private Wealth Advisors to provide scale for existing business relationships.
Required Qualifications
- Bachelor's degree
- 2-5 years of investment management, investment banking or comparable experience
- Strong leadership skills and record of demonstrated achievement
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in the financial markets and good investment sense/commercial instinct
- Ability to multi-task and work with numerous colleagues and desks across the Firm
- Strong verbal and written communication skills
- Strong organizational and interpersonal skills
- Detailed-oriented and highly organized
- Strong financial modeling and presentation skills
- SIE
- Series 3
- Series 7
- Series 63
- CPA, JD, or MBA degrees
Desired Qualifications
- Obtaining CFA Charter and/or CFP
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