Responsibilities
- Collaborate with advisors to deliver expert guidance on investment strategies, portfolio construction, and fund choices
- Conduct analytical work using Microsoft Excel, Bloomberg, Morningstar, and proprietary database systems to assist advisors in preparing for client engagements
- Assist advisors in developing customized investment policy statements for clients
- Contribute to the ongoing development and accuracy of investment strategy materials and documentation
- Maintain and provide technical support for internal portfolio analysis platforms and databases
- Support senior thought leaders by gathering relevant financial data and conducting independent research projects
- Apply specialized investment tools, including proprietary software and data resources, to enhance advisory services
- Maintain a thorough understanding of organizational investment methodologies, guidelines, and operational procedures
Benefits
- Annual performance-based cash bonus
- Full suite of comprehensive employee benefits
Compensation
Base salary is one part of total compensation, which may also include an annual cash bonus and a comprehensive benefits package
Work Arrangement
Hybrid
Other
- This position is classified as Exempt.
- The base pay is one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.