Wealth Associate
Core
Provide investment support to financial advisors, including daily/monthly/annual research, reporting, and portfolio performance analysis to help clients pursue financial goals.
Role type
Wealth Associate (Investment Support)
Builds
Customized asset allocation strategies and investment solutions for clients
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment research, financial planning, business analytics, portfolio performance analysis, client relationship building, business development support
Preferred skills
Problem-solving, analytical approach, time management, CRM application proficiency, Microsoft Office suite
Technologies
Microsoft Word, Excel, PowerPoint, CRM applications
Responsibilities
Assist Financial Advisors in investment research and financial planning; Develop customized asset allocation strategies and investment solutions for clients; Provide support for client relationship building and business development activities; Perform business analytics to support financial advisors in business growth; Analyze and interpret portfolio performance reviews and make recommendations for potential changes
Seniority
Mid-level, hands-on IC
