Senior Financial Advisory Analyst for UHNW Client Portfolios
ICONIQ
14 days+
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Benefits offered by this job
Job summary
A global investment firm is seeking a Senior Analyst for Financial Advisory in its San Francisco office. This role involves preparing client balance sheets, monitoring investment performance, and developing financial analyses for high net worth clients. Candidates should have 3-4 years of relevant experience, excellent communication skills, and a passion for investment management. This position offers a competitive salary range of $110,000 - $150,000, along with a bonus, health insurance, and additional perks.
Qualifications
- 3-4 years in relevant professional services, particularly in investment management.
- Strong communication and analytical capabilities.
- Passion for client service and investment management.
Responsibilities
- Prepare client balance sheets and develop asset allocation analyses.
- Monitor client investment performance and manage quarterly portfolio reports.
- Develop understanding of portfolio construction, asset classes, and investment products.
Skills
Detail-oriented
Superior communication skills
Analytical skills
Motivated and trustworthy
Education
Relevant professional services experience
Job description
A global investment firm is seeking a Senior Analyst for Financial Advisory in its San Francisco office. This role involves preparing client balance sheets, monitoring investment performance, and developing financial analyses for high net worth clients. Candidates should have 3-4 years of relevant experience, excellent communication skills, and a passion for investment management. This position offers a competitive salary range of $110,000 - $150,000, along with a bonus, health insurance, and additional perks.
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