Financial Investment Professional (Private Wealth Management)

TL;DR

Financial Investment Professional (Private Wealth Management): Supporting Private Wealth Advisors in the day-to-day coverage of client relationships with an accent on portfolio construction, asset allocation, and performance analysis. Focus on executing transactions across asset classes, conducting client-facing risk/return analyses, and streamlining PWM operations.

Location: New York, NY, United States

Salary: $85,000 - $160,000

Company

A leading global investment banking, securities, and investment management firm headquartered in New York.

What you will do

• Act as the ‘Chief Investment Officer’ of the PWM team, providing expertise across asset classes and investment vehicles.
• Develop client relationships and serve as the primary point of contact for account-related inquiries.
• Conduct strategic and tactical asset allocation and risk/return analyses for client portfolios.
• Manage daily account operations, including portfolio implementation and re-balancing across asset classes.
• Execute equity, fixed income, mutual fund, and derivatives transactions.
• Liaise with internal stakeholders in Operations and Compliance to improve team efficiency and quality.

Requirements

• Bachelor’s degree required (CPA, JD, or MBA degrees are welcome).
• 2-5 years of experience in investment management, investment banking, or a comparable field.
• Strong financial modeling and presentation skills.
• Must obtain SIE, Series 3, 7, and 63 licenses within three months of employment.
• Ability to work in a fast-paced environment and perform under pressure.
• Excellent verbal and written communication and interpersonal skills.

Nice to have

• CFA Charter or CFP certification (sponsored in accordance with firm policy).

Culture & Benefits

• Competitive benefits and wellness offerings for active full-time US employees.
• Commitment to fostering diversity and inclusion in the workplace.
• Extensive training and development opportunities and firmwide networks.
• Personal finance offerings and mindfulness programs.