High-Touch Portfolio & Wealth Planning Analyst
Robertson Stephens Wealth Management, Llc
14 days+
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Benefits offered by this job
Job summary
A national wealth management firm is seeking a Portfolio & Wealth Planning Analyst to join their boutique team. The role involves building and monitoring sophisticated investment portfolios, conducting performance analytics, and engaging directly with clients. Candidates should possess a BA/BS in Finance or Economics, with 2-3 years of relevant experience. The position offers a salary range of $90,000 – $120,000, plus bonus and comprehensive benefits including medical and retirement plans.
Qualifications
- 2-3 years of financial modeling experience.
- Experience with CRM and portfolio accounting software is essential.
- Strong familiarity with portfolio construction and risk allocation.
Responsibilities
- Partner with Lead Advisor to build and rebalance portfolios.
- Generate performance reports using industry-standard tools.
- Develop financial plans addressing clients' complex needs.
- Participate in client meetings and prepare presentation materials.
- Work within a cross-functional framework for seamless client experience.
Skills
Financial modeling
Portfolio construction
Client engagement
Performance analytics
Communication skills
Education
BA/BS degree in Finance, Economics, or related field
Tools
CRM software
Portfolio accounting software
Job description
A national wealth management firm is seeking a Portfolio & Wealth Planning Analyst to join their boutique team. The role involves building and monitoring sophisticated investment portfolios, conducting performance analytics, and engaging directly with clients. Candidates should possess a BA/BS in Finance or Economics, with 2-3 years of relevant experience. The position offers a salary range of $90,000 – $120,000, plus bonus and comprehensive benefits including medical and retirement plans.
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