Financial Analyst, Client Advisory
Core
Support clients and drive firm initiatives through investment reporting, financial planning, and portfolio management within a wealth management firm.
Role type
Junior IC financial analyst (client advisory)
Builds
Client investment reports, forward-modeled balance sheets, and curated portfolios
Domain
Wealth management / Financial advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning, forward modeling, macroeconomic research, investment due diligence, portfolio operations, data aggregation, CRM management, stakeholder coordination
Preferred skills
Business/economics/finance background, financial services experience, proficiency in Excel/PowerPoint/Word/Outlook
Technologies
Excel, PowerPoint, Word, Outlook, third-party data aggregation systems, firm CRM
Responsibilities
Generate client investment reports and curate balance sheets; Perform financial planning and forward modeling; Conduct macroeconomic research and investment due diligence; Manage day-to-day portfolio operations and track capital accounts; Coordinate with custodian and partner advisory teams; Maintain client files in CRM systems
Seniority
Junior, high-potential IC