Client Portfolio Analyst/Associate

HighTower; New York (NY); Hybrid; USD 76,000 - 90,000; Full time

Job summary

A leading wealth management firm is seeking a client analyst or associate to support high-frequency content and communications with advisor businesses. The role involves building relationships, analyzing data, and creating impactful content. Candidates should have relevant industry experience and a degree in a related field, with a focus on strong writing and analytical skills.

Benefits

Medical, dental, and vision insurance from day one

Paid parental leave

Flexible PTO plan

Hybrid model work schedule

401k matching plan

Student loan assistance

Pet insurance

Qualifications

• 1-3+ years industry experience in a client-facing or sales/marketing role.
• Experience in writing market commentary, portfolio reporting or fund research.
• CFA already obtained or interest in becoming a CFA.

Responsibilities

• Developing and supporting relationships across Hightower advisor businesses.
• Gather data from various sources and ensure data accuracy.
• Analyze data sets to identify trends and insights.

Skills

Data analysis

Strong writing skills

Creativity

Education

Bachelor's degree in Business, Economics, Finance, Statistics

Job description

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team

Investment Solutions is seeking a client analyst or associate to support high frequency content and communications with Hightower advisor businesses. You will contribute to writing and creating regular content, including market/portfolio commentary and reporting.

Investment Solutions manages strategies across asset classes on behalf of advisor businesses and their clients. You will build relationships across advisor businesses that partner with Investment Solutions.

You will need knowledge across the breadth of solutions that are offered, and communicate the outlook and positioning of the portfolio managers. This job is fast-paced and requires you to be people-facing, while having a close eye for details, strong writing skills and creativity.

What You’ll Do

• Developing, strengthening and supporting relationships across Hightower advisor businesses
• Gather data from various sources, both internal and external, and ensure data accuracy
• Analyze data sets to identify trends, patterns, and insights that can inform business decisions
• Create and maintain databases, spreadsheets, and reports for regular reporting and ad-hoc analysis
• Prepare clear and concise reports, charts, and presentations to communicate findings to stakeholders
• Collaborate with team members to develop visualizations that effectively convey complex data
• Conduct market research to understand industry trends, competitors, and potential opportunities
• Summarize findings and provide recommendations based on research results
• Monitor key performance indicators (KPIs) and metrics to track the performance of various projects or initiatives
• Identify areas of concern and work with teams to address issues and improve performance
• Collaborate with cross-functional teams to identify areas for process improvement and efficiency gains
• Assist in the development and implementation of process improvement initiatives
• Maintain organized records of data sources, analysis methodologies, and findings
• Ensure data security and compliance with relevant regulations
• Creating impactful content including reporting material, commentary and proposals
• Finding creative ways to promote our solutions with emphasis on high-touch, differentiation, and efficiency

What You’ll Bring

• 1-3+ years industry experience in a client- facing or sales/marketing role
• Bachelor's degree in Business, Economics, Finance, Statistics, or a related field
• Experience in writing market commentary, portfolio reporting or fund research
• CFA already obtained or interest in becoming a CFA

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother’s lounge onsite
• Flexible PTO plan
• Hybrid model work schedule (50% in office)
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• This role will pay up to $90,000 for a base salary (exact amount depends on experience) plus a discretionary bonus

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.