Russell Tobin & Associates is looking for a Financial Analyst to work for one of our clients, a leading global investment firm out of New York City! Apply now!
This member will play a crucial part in providing excellent client services, along with portfolio management and reporting, for the firm's high-net worth and ultra-high net worth clients. Being part of the relationship management team, the role requires an expertise in financial analysis, client relations, and exposure to UHNW individuals.
Responsibilities:
- Prepare balance sheets and asset allocation analyses for clients
- Monitor investment performance and oversee quarterly portfolio reports
- Develop proficiency in portfolio construction, asset classes, and macroeconomics
- Conduct customized analyses for financial and estate planning purposes
- Engage in equity and option trading activities, with growing responsibilities
- Coordinate the collection and preparation of client tax data and documents
- Gain exposure to direct private investments and key family office operations
Qualifications:
- 2+ years of experience in investment management, private banking, or wealth management (experience with UHNW clients preferred - minimum $50 million in assets)
- Bachelor's degree preferred
- Excellent communication and organization skills
- Passion for relationship management and/or client services
Benefits:
- Medical, Dental, Vision, Health
- 401(k) match
Salary:
- $90,000 - $105,000 (+ Bonus)