Our client is a mature, dynamic Wealth Management Advisory firm in New Hampshire providing high-end investment & financial planning services seeking an energetic, detail-minded, and business-oriented investment associate who thrives in a collaborative setting.
The ideal candidate has a strong investment analysis/management background with an emphasis in financial planning. This individual is self-motivated, possesses exceptional problem solving and analytical skills. This individual will work within the existing infrastructure in investment analysis and planning.
Responsibilities
Service and maintain book of business
Trading of assets in accounts to include portfolio rebalancing, distributions and tax loss harvesting
Coordination with the Wealth Management Company, Private Client Services & fund companies to prepare and execute recommendations across portfolios and individual holdings
Monitor asset/security level variance including fixed income maturity and credit ratings
Coordination of multiple transactions from various accounts and sources to achieve specific results (Account Opening and Account maintenance)
Understanding of various types of distribution strategies with ability to provide recommendations/options
Execute high quality written and verbal correspondence with clients as well as within the firm
Conduct research on recent economic and market developments related to portfolio construction and financial planning
Look for emerging trends related to the planning process and client planning model
Provide guidance around portfolio construction, security, and asset class changes
Prepare client quarterly reviews, including attribution analysis and portfolio recommendations.
Research and solve client questions and inquiries
Assist with internal workflow system upgrades and development
Required Qualifications
Bachelor's degree
Series 7/63, 65 or 66
5+ years of Investment Analysis, Operations and Planning experience
5+ years Trading, Tax Loss Harvesting
Committed professional career within the financial industry.
Demonstrated organizational skills, ability to multitask, and time management skills
Strong attention to detail with the ability to work with a high degree of accuracy