Personal Wealth Financial Analyst (Wealth Management)

TL;DR

Personal Wealth Financial Analyst (Wealth Management): Providing relationship management and investment support for high-net-worth clients with an accent on portfolio optimization and bespoke asset allocation. Focus on conducting rigorous investment due diligence and executing trades across diverse financial products.

Location: Must be based in New York, NY, United States

Salary: $75,000 - $125,000

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Collaborate with Private Wealth Advisors to provide relationship management for HNW and UHNW clients, family offices, and nonprofits.
• Monitor client portfolios, assess manager performance, and recommend tactical re-balancing to optimize returns.
• Design bespoke asset allocation proposals tailored to client risk profiles and strategic market views.
• Prepare client-facing materials including risk analytics, historical performance, and economic reviews.
• Conduct thorough due diligence on internal and third-party investment opportunities in public and private markets.
• Execute trades across various products, including equities, equity options, fixed income, and currencies.

Requirements

• Bachelor’s degree from an accredited institution.
• Strong interest in financial markets and commercial instinct for identifying opportunities.
• Proven ability to excel in a fast-paced, high-pressure environment.
• Exceptional verbal and written communication skills for articulating complex financial concepts.
• Must hold or be prepared to obtain SIE, Series 3, 7, and 63 licenses within three months of employment.
• Must be based in New York, NY.

Culture & Benefits

• Competitive base salary with eligibility for discretionary year-end bonuses.
• Comprehensive health, wellness, and personal finance offerings.
• Access to professional training and development opportunities.
• Supportive environment emphasizing diversity, inclusion, and mindfulness programs.
• Firmwide networks to foster professional and personal growth.