Our client is a mature, dynamic Wealth Management Advisory firm in New Hampshire providing high-end investment & financial planning services seeking an energetic, detail-minded, and business-oriented investment associate who thrives in a collaborative setting.
The ideal candidate has a strong investment analysis/management background with an emphasis in financial planning.
This individual is self-motivated, possesses exceptional problem solving and analytical skills.
This individual will work within the existing infrastructure in investment analysis and planning.
Responsibilities Service and maintain book of businessTrading of assets in accounts to include portfolio rebalancing, distributions and tax loss harvestingCoordination with the Wealth Management Company, Private Client Services & fund companies to prepare and execute recommendations across portfolios and individual holdingsMonitor asset/security level variance including fixed income maturity and credit ratingsCoordination of multiple transactions from various accounts and sources to achieve specific results (Account Opening and Account maintenance)Understanding of various types of distribution strategies with ability to provide recommendations/optionsExecute high quality written and verbal correspondence with clients as well as within the firmConduct research on recent economic and market developments related to portfolio construction and financial planningLook for emerging trends related to the planning process and client planning modelProvide guidance around portfolio construction, security, and asset class changesPrepare client quarterly reviews, including attribution analysis and portfolio recommendations.Research and solve client questions and inquiriesAssist with internal workflow system upgrades and development Required Qualifications Bachelor's degreeSeries 7/63, 65 or 665+ years of Investment Analysis, Operations and Planning experience5+ years Trading, Tax Loss HarvestingCommitted professional career within the financial industry.Demonstrated organizational skills, ability to multitask, and time management skillsStrong attention to detail with the ability to work with a high degree of accuracyAbility to work in a fast-paced environmentExcellent oral and written communication skills