Wealth Advisory Analyst - Portfolio & Client Impact

BBR Partners; New York (NY); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Company-subsidized health, dental and

Vision insurance

401K plan

Life insurance

Short & long-term disability coverage

Gym reimbursement

Job summary

BBR Partners is seeking candidates for its Advisory Analyst Program, a two-year commitment designed to train analysts in wealth management, client guidance, and investment analytics. The role emphasizes learning and professional growth within a collaborative, fast-paced environment.

The program begins on August 2, 2027, offering a base salary range typically between $75,000 and $85,000, with additional discretionary incentives and comprehensive benefits.

Qualifications

• Recent undergraduate degree and a strong academic track record.
• Demonstrated interest in Asset or Wealth Management
• Proficiency in MS Office Suite, especially Excel
• High degree of intellectual curiosity and resourcefulness
• Excellent communication and time allocation skills: adept at managing expectations
• Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team
• Comfortable being wrong: seeks to learn from mistakes and takes accountability
• Exhibits enthusiasm for professional development and personal growth
• Demonstrates unquestioned ethics and credibility

Responsibilities

• Provide support to the team by contributing to and conducting analysis on multiple client portfolio projects including investment management, wealth transfer and tax planning
• Generate and edit client presentations and marketing proposals for prospects
• Prepare reporting for internal meetings relating to clients, prospects, and investment managers
• Maintain and manage client data utilizing both proprietary and 3rd party software (APX & Seismic)
• Assist with client service functions including account applications, cash management and data reconciliation
• Collaborate with senior team members to resolve complex client requests or other ad hoc tasks

Skills

Excel

MS Office

Education

Bachelor's degree

Job description

BBR Partners is seeking candidates for its Advisory Analyst Program, a two-year commitment designed to train analysts in wealth management, client guidance, and investment analytics. The role emphasizes learning and professional growth within a collaborative, fast-paced environment.

The program begins on August 2, 2027, offering a base salary range typically between $75,000 and $85,000, with additional discretionary incentives and comprehensive benefits.