Investment Proposals & Onboarding Analyst

Sequoia Financial Group; Dublin (OH); Hybrid; USD 80.000 - 110.000; Vollzeit

Zusammenfassung

Sequoia Financial Group, a growing registered investment advisor headquartered in Northeast Ohio, is seeking an Implementation & Proposal Analyst in Dublin, OH. You will own investment proposals, translate advisor input into allocations, and model tax/transition impacts to deliver client-ready plans.

The role supports onboarding and ongoing implementation, trains teammates, and partners with Portfolio Strategists and Investment Research to refine workflows. Hybrid work arrangement.

Qualifikationen

• Five+ years of experience in financial services or a similar analytical role.
• Experience building investment proposals or client presentations in an RIA or wealth management setting.
• Strong knowledge of asset allocation and portfolio construction.
• Ability to manage a recurring, deadline-driven process with client visibility.
• Excellent written and verbal communication for client-facing materials.

Aufgaben

• Serve as Sequoia's subject matter expert on investment proposals, owning the proposal methodology, standards, and technology, and acting as the reference point for advisors, marketing, compliance and the Investment Implementation team on what the process supports.
• Build investment proposals for prospective and existing client relationships, translating advisor input on client objectives, constraints, and existing holdings into a recommended allocation drawn from the firm's strategies.
• Model the tax and transition impact of a proposed strategy before it is presented, including embedded gains, cost basis, holding periods, concentrated positions, and account-level restrictions.
• Train, support, and review the work of other Investment Implementation team members who build proposals, to ensure a consistent deliverable.
• Maintain proposal templates, analytics and comparison exhibits, and standard disclosure language, coordinating with Compliance on required language and with Marketing on presentation standards.
• Evaluate and adopt technology that strengthens the proposal process, improving accuracy, turnaround, and the quality of the client-facing deliverable.
• Manage the proposal queue against turnaround expectations, keeping advisors informed on status and escalating capacity conflicts and time-sensitive requests to the Investment Implementation Lead.
• Partner with Portfolio Strategists and Investment Research on strategy selection questions, custom or non-standard requests, and proposals that fall outside the published lineup.
• Support onboarding of newly funded relationships, inventorying transferred positions and confirming account structure, strategy assignment, and client-specific restrictions before assets are invested.

Kenntnisse

Investment proposals

Analytical thinking

Excel

PowerPoint

Client-facing communications

Deadline-driven

Tools

Nitrogen

Morningstar Direct

YCharts

Tamarac

Orion

Jobbeschreibung

Sequoia Financial Group, a growing registered investment advisor headquartered in Northeast Ohio, is seeking an Implementation & Proposal Analyst in Dublin, OH. You will own investment proposals, translate advisor input into allocations, and model tax/transition impacts to deliver client-ready plans.

The role supports onboarding and ongoing implementation, trains teammates, and partners with Portfolio Strategists and Investment Research to refine workflows. Hybrid work arrangement.