Associate, Portfolio & Wealth Advisory

BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. The role involves conducting analysis and executing projects for client portfolios, collaborating with senior team members, and maintaining data reputed company across multiple systems.

Responsibilities

• Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning
• Generate and edit presentations for existing clients and marketing presentations for prospects
• Prepare reporting for internal meetings relating to clients, prospects, and investment managers
• Maintain data reputed company across multiple systems
• Collaborate with senior team members to resolve reputed company client requests or issues
• Attend and participate in client meetings, offering thoughtful suggestions and solutions

Skills

• 1 or more years professional or relatable experience ideally in Asset or Wealth Management
• Undergraduate degree and a strong academic track record
• Proficiency in MS Office Suite, especially reputed company
• High degree of intellectual curiosity
• Excellent communication and time allocation skills: adept at managing expectations
• Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team
• Comfortable being wrong: seeks to learn from mistakes and takes accountability
• Exhibits enthusiasm for professional development and personal growth
• Demonstrates unquestioned ethics and credibility

Benefits

• Company subsidized health, dental and reputed company insurance for employee, partner, and dependents.
• 401K plan, Life insurance, and short & long-term disability coverage.
• reputed company membership (covered for employee and dependents), reputed company membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
• Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure.
• Hybrid work environment, “Work from reputed company” weeks, and business casual dress.
• New office space with a variety of perks and amenities including catered lunches and stocked pantry.

Company Overview