Associate, Portfolio & Wealth Advisory

BBR Partners•New York City, NY

1d•$85,000 - $100,000•Hybrid

About The Position

BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR’s ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service.

Requirements

1 or more years professional or relatable experience ideally in Asset or Wealth Management
Undergraduate degree and a strong academic track record
Proficiency in MS Office Suite, especially Excel
High degree of intellectual curiosity
Excellent communication and time allocation skills: adept at managing expectations
Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team
Comfortable being wrong: seeks to learn from mistakes and takes accountability
Exhibits enthusiasm for professional development and personal growth
Demonstrates unquestioned ethics and credibility

Responsibilities

Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning
Generate and edit presentations for existing clients and marketing presentations for prospects
Prepare reporting for internal meetings relating to clients, prospects, and investment managers
Maintain data integrity across multiple systems
Collaborate with senior team members to resolve complex client requests or issues
Attend and participate in client meetings, offering thoughtful suggestions and solutions

Benefits

Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment.
Competitive base salary and incentive compensation opportunity.
Company subsidized health, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Personalized development and career opportunities.
Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure.
Hybrid work environment, “Work from Anywhere” weeks, and business casual dress.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.