Financial Analyst (Wealth Management)

TL;DR

Financial Analyst (Wealth Management): Supporting Private Wealth Advisors in relationship management and investment processes for high net worth clients with an accent on portfolio monitoring and asset allocation. Focus on analyzing investment opportunities, preparing client materials, and executing trades to optimize portfolio performance.

Location: Seattle, Washington, United States

Salary: $75,000–$125,000

Company

A leading global investment banking, securities, and investment management firm.

What you will do

• Collaborate with Private Wealth Advisors on relationship management and investment processes for high net worth clients.
• Monitor client portfolios to assess manager performance and identify re-balancing opportunities.
• Develop asset allocation proposals based on client risk profiles and firm strategic views.
• Prepare client-facing materials depicting asset allocation and performance.
• Perform diligence on internal and third-party investment opportunities across public and private markets.
• Synthesize research and communicate firm investment views to clients.

Requirements

• Bachelor's Degree.
• Must be based in Seattle, Washington, United States.
• Strong interest in financial markets and commercial instinct.
• Ability to multi-task and work under pressure in a fast-paced environment.
• Strong verbal and written communication skills.
• Required to obtain SIE, Series 7, and 63 certifications within three months of employment.

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Professional growth through training and development opportunities.
• Access to firmwide networks and mindfulness programs.
• Commitment to fostering diversity and inclusion in the workplace.