Experienced Associate - Investment Consulting Services

Andersen • New York, NY

4d • Onsite

About The Position

This is a unique opportunity to join a growing investment consulting practice at an early stage. The role offers direct exposure to Lead Advisors and senior leadership, real ownership of client relationships, and a clear path for growth as the team scales. The Associate's primary responsibility is to support the Lead Advisors in all aspects of managing ultra-high-net-worth client relationships. This includes anticipating client needs, advising clients, providing operational assistance, and collaborating with team members to seamlessly serve clients.

Requirements

• 1–3 years of relevant experience in wealth management, private wealth, or financial planning.
• Bachelor’s degree, preferably in Finance, Accounting, or Economics.
• Experience advising or supporting ultra-high-net-worth (UHNW) clients.
• Working knowledge of trusts, LLCs, and other family entities — how they are structured, how they operate, and their purpose within a wealth plan.
• Background in portfolio construction and management.
• Strong financial planning skills.
• Highly detail-oriented and organized, with the ability to juggle multiple priorities in a fast-paced environment.
• Proficiency in Excel and the broader Microsoft Office suite (Word, PowerPoint).
• Excellent written and verbal communication skills, with a client-service mindset and the discretion and professionalism appropriate for a UHNW clientele.
• Applicants must be 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

• Performance reporting software experience — Black Diamond preferred; Addepar experience a plus.
• Alternative data management software — Arch preferred.
• Financial planning software — MoneyGuidePro preferred.
• Experience with Schwab as custodian.
• CFA or CFP designation, or meaningful progress toward either.
• Experience working with family offices — single-family, multi-family, or an outsourced/embedded family office model.
• Familiarity with estate and wealth-transfer planning concepts.
• Working understanding of income, gift, and estate tax as they relate to planning, and comfort coordinating with clients’ tax and legal advisors.
• Exposure to alternative investments (private equity, private credit, hedge funds, direct/co-investments).

Responsibilities

• Develop a thorough understanding of each client’s financial situation, including their goals, time horizon, liquidity needs, and risk tolerance.
• Support the Lead Advisors across all aspects of managing ultra-high-net-worth client relationships, anticipating client needs and delivering proactive, high-touch service.
• Collaborate on the systematic preparation of investment recommendations, portfolio construction, and rebalancing to ensure 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.
• Support financial planning analysis and assist with the preparation of client meeting materials and deliverables.
• Develop an understanding of how trusts, LLCs, and other family entities are structured and operate, and their purpose within each client’s broader wealth plan.
• Review performance reports for accuracy; develop the ability to articulate the details and concepts within the report.
• Coordinate with clients’ tax and legal advisors on planning matters, including estate and wealth-transfer considerations, in partnership with the Lead Advisor.
• Collaborate with the Lead Advisor to onboard new clients; assist in the opening and titling of new client accounts; confirm addition to the reporting portal.
• Process and monitor client transactions, proactively communicating completion or issues with team members.
• Participate in team meetings and collaborate with other advisors and teams on best practices, goals, and initiatives for the practice; seek ongoing professional development opportunities to enhance technical, interpersonal, and business development skills.

Benefits

• medical, dental, vision, and basic life insurance coverage.
• 401(k) plan upon hire.
• 160 hours of paid time off annually.
• twelve paid holidays each calendar year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level