Wealth Management Analyst – Potential for Hybrid WorkJoin our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
We currently have an opportunity for a Wealth Management Analyst to join our Retirement and Private Wealth team in our Bethesda, MD office.
The selected individual will be responsible for preparing client reviews and providing administrative support to the advisors to ensure our clients experience outstanding service. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.
Job Responsibilities: Provide technical support to advisors and other team membersIdentify problem areas and summarize for advisorAssist with asset allocation decisions, portfolio construction, and rebalancing strategiesLook for ways to continually improve our proceduresManage documentation of investment reporting and processes, paying close attention to compliance protocolsConduct research and provide investment screening in advance of firm's Investment Committee meetingsAnalyze mutual funds and ETFs for inclusion in model portfolioMaintain mutual fund and ETF recommended listsAssist Director of Investments in rebalancing client portfolios based on advisor's criteria using appropriate toolsConduct business in a manner that demonstrates an understanding of both the business and earnings implications of the CompanyOther projects and responsibilities as assigned by ManagerQualifications: Bachelor's Degree from an accredited college or university in Finance or related field preferredCFA candidate a plus or desire to become CFAMinimum 3 years of experience in investment management and/or financial advisory servicesWillingness to learnKnowledge of mutual fund, stock, bond, insurance, and annuity productsProficiency in Math and strong analytical skillsSelf-starter, good follow-through skills, and strong attention to detailExcellent verbal, written, analytical, and organizational skillsAbility to interact with people across all levels of the businessKnowledge 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 WordPrior experience working with independent RIA or wire housesWhat We Offer You: At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth.
Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:
Medical, Dental, Vision and Prescription Drug Coverage401(k) Savings PlanFlexible Spending Accounts (FSAs)Vacation, Holiday, Sick, and Personal Time OffContinuing EducationFlexible Work Arrangements
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