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.