Wealth Management Analyst / Client Associate

Jefferies Financial Group Inc.•Chicago, IL

52d•$75,000 - $95,000

About The Position

Assist Sr. Financial Advisor and team in various phases of private client financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team.

Requirements

Bachelor's degree in Finance, Economics, Math or a related field preferred
Skills in Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg
Minimum of 2 years of related work experience in financial services
Strong quantitative, analytical and problem-solving skills
Solid communication skills and "presence" to interact effectively with the team and clients
Ability to multi-task throughout day, pivot between tasks and re-sort priorities as appropriate
Series SIE/Series 7 and Series 66 or Series 63 and Series 65

Nice To Haves

Knowledge of portfolio aggregation and performance reporting software such as Addepar, Blackdiamond, Advent or similar a huge plus
Experience with Pershing NetX360 or similar custodial and client management systems a must
Advancement towards or intent to complete CFA, CAIA, CIMA, CPA designation highly desirable
Hands-on experience with account opening, asset/cash transfers, trade settlement, KYC and similarly functions
Basic knowledge of investments, markets, asset classes and portfolio construction and eagerness to grow

Responsibilities

Assist in managing team's ultra-high-net-worth wealth management relationships and accounts
Prepare timely and accurate performance reports and account analysis
Prepare accurate and insightful ad-hoc analyses on client accounts, market and investment data as needed
Analyze existing client and prospect investment data to prepare customized asset allocation proposals utilizing the Firm's software tools
Prepare various presentations and analyses to assist Advisors in obtaining expanding and retaining clients' business
Assist in facilitating client investment trades and portfolio modifications
Respond timely to inbound client requests for information and services such as transfers and settlement
Complete client onboarding documentation, KYC, compliance maintenance, and subscription packets for private investments
Take and execute on client trade instructions using firm OMS
Assist Advisor in prospecting and business development activities including outreach, tracking and list management