Financial Analyst

Ivy Way Placements • Atlanta, GA

15d • Hybrid

About The Position

· </span></span></span> Supporting the Advisor team in providing comprehensive personal financial planning, investment planning and tax services to high -net -worth families and corporate executives </span> </p> · </span></span></span> Managing the new client onboarding process </span> </p> · </span></span></span> Organizing and maintaining client data </span> </p> · </span></span></span> Processing client subscriptions of alternative investment documents </span> </p> · </span></span></span> Generating ideas and problem solving related to clients’ complex and unique financial matters </span> </p> · </span></span></span> Preparing client financial statements and investment performance reports </span> </p> · </span></span></span> Preparing investment allocation analyses to help monitor and manage various publicly traded fixed income and equity strategies as well as alternative investment strategies </span> </p> · </span></span></span> Preparing client retirement, insurance and estate -planning analyses </span> </p> · </span></span></span> Preparing clients’ quarterly tax projections and annual Federal and state income tax returns </span> </p> · </span></span></span> Regularly interacting with clients via telephone and face -to -face meetings </span> </p>

Requirements

• 2 – 4 years of experience working within an investment manager/wealth planner preferred but not required
• Experience preparing tax returns preferred
• Bachelor’s degree required, concentration in Finance, Accounting or related field preferred
• Strong organizational, time management and multitasking skills
• Excellent written and verbal communication skills within a confidential framework
• Proven ability to work independently and within a small team environment
• Adaptability, willingness and motivation to learn and apply technical concepts
• Proficiency utilizing spreadsheet, word processing and presentation software

Nice To Haves

• 2 – 4 years of experience working within an investment manager/wealth planner preferred
• Experience preparing tax returns preferred
• concentration in Finance, Accounting or related field preferred

Responsibilities

• Supporting the Advisor team in providing comprehensive personal financial planning, investment planning and tax services to high -net -worth families and corporate executives
• Managing the new client onboarding process
• Organizing and maintaining client data
• Processing client subscriptions of alternative investment documents
• Generating ideas and problem solving related to clients’ complex and unique financial matters
• Preparing client financial statements and investment performance reports
• Preparing investment allocation analyses to help monitor and manage various publicly traded fixed income and equity strategies as well as alternative investment strategies
• Preparing client retirement, insurance and estate -planning analyses
• Preparing clients’ quarterly tax projections and annual Federal and state income tax returns
• Regularly interacting with clients via telephone and face -to -face meetings

Benefits

• Full medical package
• 401k match
• PTO
• 10 paid holidays
• hybrid work option

What This Job Offers

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