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Consulting Analyst, the Wealth Office
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Full-time
- The Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s private wealth client portfolios, aligning with our mission of helping clients prosper.
- Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis
- Collaborate with Investment Research in developing solutions for client portfolios
- Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office
- Bachelor’s Degree with a preferred concentration in Finance, Accounting, Investing or Economics
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