Associate – Investment Consulting Services – 2026 – (Hybrid)

Andersen•New York, NY

6d•Hybrid

About The Position

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

Requirements

Bachelor’s degree, preferably in Finance, Accounting, or Economics
A minimum GPA of 3.0
Desire to pursue a professional designation (CFP®, CFA®, CIMA® preferred)
Excellent communication skills, both written and verbal
Team player; advanced problem-solving skills; well organized and strong attention to detail
Initiative to seek out opportunities in a fast-paced environment
Currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Nice To Haves

Experience with Advent Performance Reporting Software (particularly Black Diamond) and/or MoneyGuidePro Forecasting Software preferred

Responsibilities

Support the Lead Advisors in all aspects of managing client relationships.
Anticipate client needs, advise clients, and provide operational assistance.
Collaborate with all team members to seamlessly serve clients.
Develop an understanding of each client’s financial situation including their goals, time horizon and risk tolerance.
Collaborate on the systematic preparation of investment recommendations and rebalancing to ensure the asset allocation is aligned with the client’s goals and objectives; confirm efficient and accurate implementation.
Be able to effectively articulate the firm’s investment philosophy; adhere to our investment process, asset allocation models and manager selection, leveraging internal resources as necessary.
Assist with the preparation of client meeting materials.
Review performance reports for accuracy; develop the ability to articulate details and concepts within the report.
Collaborate with the Lead Advisor to onboard new clients; assist in the opening and titling of new client accounts; confirm addition to reporting portal.
Participate in team meetings and collaborate with other advisors and teams on best practices, goals and initiatives for the practice.
Processing and monitoring client transactions, proactively communicating completion/issues with team members.
Support operations, marketing and client service, as needed and/or requested.
Seek ongoing professional development opportunities to enhance technical, interpersonal and business development skills.