Financial Planning Analyst

Job DescriptionJob Description

Wealth management firm looking for organized, energetic, smart and hardworking team member to join the team! The Financial Planning Analyst provides support to Advisors including daily account administration, investment proposal and performance review preparation, preparing deliverables, etc. The role will have a strong focus on administration of client relationships including account openings, alternative investment subscriptions, and various custodian-related paperwork. All qualified individuals are encouraged to apply!

Responsibilities:

• Compile monthly and quarterly reports on portfolio performance
• Monitor and update client asset allocations
• Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
• Prepare and coordinate materials for client meetings
• Compile quarterly tax projections
• Prepare and review select client income tax returns (Forms 1040, etc)
• Support the Partners and their team by providing operational functions: money movement (i.e. wire and journals), account creation and maintenance, ad hoc project management, portfolio performance updates , and CRM database management

Requirements:

• Demonstrated experience in financial planning for client services/wealth management
• Completed or pursuing CFP®, CFA or similar designation
• Bachelors’ Degree (major in financial planning, business, accounting, finance, or economics )
• Excellent computer skills, including Excel, Word, Power Point and Lotus Notes
• Experience with Tamarac, eMoney, Zephyr, Portfolio Center desirable but not necessary

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.
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