The #1 Site for Finance Jobs - search all Finance jobs.
Mww7qh71vrhgst2qx1j

Wealth Strategy Associate/Financial Analyst

Description

Ref ID: 04510-9501817785

Classification: Financial Analyst

Compensation: $80,000.00 to $100,000.00 per year

Our client is a high profile Financial Advisor and ranked nationally by Barron's. This very successful team is looking to add a new Wealth Strategy Associate to model and construct client portfolio strategies. If you are a skilled Financial Analyst with strong Excel skills and enjoy working with heavy data to create real life custom solutions for client investors, this is an unique opportunity to work with a driven yet collegial team that has a long track record of success. The compensation package would include base salary as noted plus strong bonus potential. Key duties for this challenging and exciting Wealth Strategy Associate/Financial Analyst role would include: 1) Creating porffolio models incorporating multiple investment strategies and scenarios. 2) Building cash flow models using data provided by investment firms and other outside partners 3) Bringing together market research and data into client pitch books and portfolio presentations 4) Closely work with senior level advisors to service clients, measure portfolio risk and ensure investment discipline and controls 5) Supporting firm wide investment compliance procedures 6) Developing complex business analytics and tools to support advisor recommendations and decisions 7) Supporting business development activities as a part of a high performing team 8) Evaluating and reviewing portfolio performance and the use of key analytics to make investment recommendations Please submit your resume to Raj Khanna at [Click Here to Email Your Resumé] for immediate and confidential consideration for this or one of our other immediate openings in the Washington, DC market.

Requirements

BS degree in Finance, Business or related major Previous experience in the financial services industry Expert level in Excel with proven modeling skills Possess both a series 7 and 66 license CFA level 1 or above is preferred CFP designation is a plus

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-DC-Washington
Employment Type Full-Time
Pay Type Year
Pay Rate $80,000.00 - $100,000.00 /Year
Store Type Accounting, Finance
Apply

Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-DC-Washington
Recruiter
202-626-0280
-
Icon-social-facebookIcon-social-linkedinIcon-social-twitter
Snapshot
Robert Half Finance & Accounting U.S
Company:
US-DC-Washington
Location:
Full-Time
Employment Type:
Year
Pay Type:
$80,000.00 - $100,000.00 /Year
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 04510-9501817785

Classification: Financial Analyst

Compensation: $80,000.00 to $100,000.00 per year

Our client is a high profile Financial Advisor and ranked nationally by Barron's. This very successful team is looking to add a new Wealth Strategy Associate to model and construct client portfolio strategies. If you are a skilled Financial Analyst with strong Excel skills and enjoy working with heavy data to create real life custom solutions for client investors, this is an unique opportunity to work with a driven yet collegial team that has a long track record of success. The compensation package would include base salary as noted plus strong bonus potential. Key duties for this challenging and exciting Wealth Strategy Associate/Financial Analyst role would include: 1) Creating porffolio models incorporating multiple investment strategies and scenarios. 2) Building cash flow models using data provided by investment firms and other outside partners 3) Bringing together market research and data into client pitch books and portfolio presentations 4) Closely work with senior level advisors to service clients, measure portfolio risk and ensure investment discipline and controls 5) Supporting firm wide investment compliance procedures 6) Developing complex business analytics and tools to support advisor recommendations and decisions 7) Supporting business development activities as a part of a high performing team 8) Evaluating and reviewing portfolio performance and the use of key analytics to make investment recommendations Please submit your resume to Raj Khanna at [Click Here to Email Your Resumé] for immediate and confidential consideration for this or one of our other immediate openings in the Washington, DC market.

Requirements

BS degree in Finance, Business or related major Previous experience in the financial services industry Expert level in Excel with proven modeling skills Possess both a series 7 and 66 license CFA level 1 or above is preferred CFP designation is a plus

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
Mvj3fh75n34s7h0rh2m
MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Wealth Strategy Associate/Financial Analyst Apply now