Asset Management Analyst executing enhanced asset management processes for fleet management and revenue monitoring. Supporting asset team through data analytics to improve customer experience and sales.
About the role
- Wealth Management Analyst role supporting advisors in investment management and data manipulation. Requires a bachelor's degree and 3 years of relevant experience.
Responsibilities
- Provide technical support to advisors and other team members
- Conduct monthly/quarterly/ad hoc practice wide data manipulation
- Identify problem areas and summarize for advisor
- Assist with asset allocation decisions, portfolio construction, and rebalancing strategies
- Look for ways to continually improve our procedures
- Manage documentation of investment reporting and processes, paying close attention to compliance protocols
- Conduct research and provide investment screening in advance of firm’s Investment Committee meetings
- Analyze mutual funds and ETF’s for inclusion in model portfolio
- Maintain mutual fund and ETF recommended lists
- Maintain up-to-date information on model portfolios performance
- Assist Director of Investments in rebalancing client portfolios (brokerage accounts, retirement accounts, annuities, 529s, variable life insurance accounts, etc.) based on advisor’s criteria using appropriate tools
- In depth and frequent spreadsheet project workload & data manipulation
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
- Other projects and responsibilities as assigned by Manager
Requirements
- Bachelor’s Degree from an accredited college or university in Finance or related field preferred
- CFA candidate a plus or desire to become CFA
- Minimum 3 years of experience in investment management and/or financial advisory services with good understanding of all basic investment concepts and theories, including statistics
- Willingness to learn
- Knowledge of mutual fund, stock, bond, insurance, and annuity products
- Proficiency in Math and strong analytical skills
- Strong spreadsheet skills
- Self-starter, good follow-through skills, and strong attention to detail
- Excellent verbal, written, analytical, and organizational skills
- Ability to interact with people across all levels of the business
- Knowledge of third-party asset management systems, including portfolio and investment software (i.e. iRebal, Orion, Eclipse, Refinitiv)
- Proficiency with computer programs, including MS Excel and Word
- Prior experience working with independent RIA or wire houses
Benefits
- Medical, Dental, Vision and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA)
- 401(k) Savings Plan
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Flexible Spending Accounts (FSAs)
- Life and Disability Plans
- Long-Term Care
- Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Comprehensive Onboarding
- Continuing Education
- Flexible Work Arrangements
- Dress for Your Day
- Dress-Code Culture & Belonging
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