UHNW Wealth Investment Analyst

ADP, Inc.; Los Angeles (CA); On-site; USD 68,000 - 90,000; Full time

Benefits offered by this job

Discretionary Bonus

Medical, Dental & Vision Insurance

401(k)

Health Savings Account

Paid Maternity & Parental Leave

Tuition Reimbursement

Job summary

Evoke Advisors, a division of MAI Capital, seeks an Investment Analyst to join our team in Century City, CA. This role emphasizes portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth clients.

The position requires five days per week in the Century City office, with a focus on quantitative analyses, client deliverables, and credential progression toward CFA or CFP.

Qualifications

• Bachelor’s degree in finance, economics, accounting, mathematics, or related quantitative field.
• Advanced proficiency with Microsoft Excel (modeling, functions, data analysis); strong PowerPoint and Word skills.
• Interest in markets, investing, and wealth advisory in general.

Responsibilities

• Builds and maintains financial models and conducts portfolio analysis across asset classes.
• Reviews current client allocations and drafts recommendations for Advisor review, aligning with objectives and risk tolerance.
• Partners with Advisors and the client services team on asset allocation design and portfolio maintenance.
• Prepares client meeting materials, performance reporting, decks, and analyses to a standard of excellence.
• Prepares and maintains the underlying data supporting client performance reports.
• Builds fundamentals in the first year — financial modeling, data, deck creation, and learning how we invest and advise.
• Progresses toward an appropriate credential (CFA or CFP) over time.

Skills

Quantitative analysis

Excel

PowerPoint

Word

Business writing

Verbal communication

Education

Bachelor’s degree in finance, economics, accounting, mathematics

Tools

Microsoft Excel

PowerPoint

Word

Job description

Evoke Advisors, a division of MAI Capital, seeks an Investment Analyst to join our team in Century City, CA. This role emphasizes portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth clients.

The position requires five days per week in the Century City office, with a focus on quantitative analyses, client deliverables, and credential progression toward CFA or CFP.