Wealth Management Analyst
About The Position
An Advisor Team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Wealth Management Analyst. The Wealth Management Analyst will work with team members in a well-rounded role, supporting the portfolio management and financial planning processes, and will interact directly with high-net-worth clients. The ideal candidate integrates well into the team dynamic of the practice, delivers thorough and timely work product with excellence, operates with a high attention to detail, is reliable, has strong communication, organization, time management and problem-solving skills, and is driven toward their own professional development and growth within the team. A successful Analyst will have an opportunity to growth within the team.
Requirements
- Bachelor’s degree, with a business/finance focus preferred
- Prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred and if not, willingness to obtain
- Investment knowledge/experience preferred
- Excellent client facing, interpersonal, organizational, and client service skills
- Strong understanding of equity, debt, and investing
- Ability to adapt to constantly changing market conditions, reporting needs and requirements
- Detail-oriented with ability to prioritize and organize workflow
- High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
- Maintain a high standard of communication across the Investment, Relationship Management, and Service & Operations teams
- Outstanding communication (written and verbal), exceptional interpersonal abilities, dedicated team member
- Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively with need to sometimes reprioritize projects
- Strong Microsoft Office skills including Excel & PowerPoint
Responsibilities
- Assist in client meeting preparation, including, build and analyze client financial statements, develop financial planning insights and run portfolio allocation and performance reports
- Assist the team in preparing deliverables and participating in client meetings
- Communicate with clients on both a scheduled and an ad hoc basis
- Collect financial data and documents from clients to build detailed client profiles
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Track client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
- Work closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
- Execute the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
- Document processes and routines critical to business
- Establish key partnerships with Rockefeller home office partners
- Collaborate with team to outline and uphold processes and systems
- Assist with marketing initiatives and making sure that projects stay on time and budget
- Lead special projects and team initiatives as directed
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
