💼 About This Role

You'll drive portfolio research and analysis across asset classes for high net worth clients at an independent wealth management business. You'll work closely with the Chief Investment Officer to shape investment strategy. This role offers exposure to multi-asset portfolio management and client-facing investment reporting.

🎯 What You'll Do

• Research and analyze portfolio holdings across all asset classes
• Generate asset allocation and performance reports for clients
• Manage equity and fixed income investments and cash positions
• Oversee and mentor junior analysts on the team

📋 Requirements

• Bachelor's degree in Finance, Economics, or Business
• 5+ years experience in investment management
• CFA charter or progress towards it
• Strong quantitative and portfolio management knowledge

✨ Nice to Have

• Experience with high net worth client tax and estate planning
• Expertise in alternative investments
• Proficiency with AI tools for investment research

🎁 Benefits & Perks

• 🏖️ Flexible PTO
• 💰 Competitive compensation and equity
• 🏥 Health, dental, and vision insurance
• 📈 401(k) with company match
• 🏢 Modern office space in major cities

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Portfolio Case Study· 60 min