Portfolio and Wealth Advisory Analyst

BBR Partners • New York, NY

5d • $75,000 - $85,000 • Hybrid

About The Position

BBR Partners is excited to continue our successful Advisory Analyst Program. A two-year commitment, Advisory Analysts are essential to BBR’s ability to scale while providing unparalleled hospitality and guidance to our clients. The ideal candidate is passionate about wealth management and has a strong desire to learn and develop both personally and professionally.

Requirements

• Recent undergraduate degree and a strong academic track record
• Demonstrated interest in Asset or Wealth Management
• Proficiency in MS Office Suite, especially Excel
• High degree of intellectual curiosity and resourcefulness
• 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

• Provide support to the team by contributing to and conducting analysis on multiple client portfolio projects including investment management, wealth transfer and tax planning
• Generate and edit client presentations and marketing proposals for prospects
• Prepare reporting for internal meetings relating to clients, prospects, and investment managers
• Maintain and manage client data utilizing both proprietary and 3rd party software (APX & Seismic)
• Assist with client service functions including account applications, cash management and data reconciliation
• Collaborate with senior team members to resolve complex client requests or other ad hoc tasks

Benefits

• Competitive base salary and incentive compensation
• Company subsidized health, dental and vision insurance for employee, partner, and dependents
• 401K plan, Life insurance, and short & long-term disability coverage
• One Medical memberships (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other 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, and access to senior staff
• Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure
• Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress
• New office space with a variety of perks and amenities including catered lunches and stocked pantry

What This Job Offers

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