Analyst / Associate, Global Client Group (Independent Advisor Group)
Core
Provide relationship management and analytical support to Sales & Client Service teams for fee-only financial advisors (RIAs), focusing on portfolio analysis, client education, and investment solutions.
Role type
Associate-level client services analyst
Builds
Investment-related webinars, marketing materials, and portfolio analysis reports
Domain
Financial Services / Asset Management
Deliverable
dashboards & analysis
Required skills
Portfolio analysis, quantitative problem-solving, verbal communication, written communication, Excel, Access, regulatory licensing (SIE, Series 7, 63/66)
Preferred skills
MBA, CFA, CFP, understanding of ESG/fixed income/ETF/SMA offerings
Responsibilities
Construct complex portfolio analysis for Advisor clients, deliver educational webinars, answer investment hotline inquiries, assist in developing marketing materials
Seniority
Associate, entry-to-mid level