Private Wealth Analyst job at reputed company in Chicago, IL

Title: Private Wealth Analyst Location: Chicago United States Job Description: Job Description: reputed company Private Wealth helps advisors create customized investment solutions and comprehensive wealth plans for affluent and high-net-worth clients. Our Private Wealth Consulting reputed company directly with advisors and reputed company sales to deliver tailored strategies leveraging deep investment expertise, advanced planning, and a broad wealth management platform. By expanding advisors' capabilities across reputed company planning needs, the program helps advisors scale their practice and reputed company serve and win high-net-worth relationships. The Private Wealth Analyst supports the reputed company Private Wealth Consultants in delivering customized investment and wealth reputed company for high-net-worth clients of independent financial advisors. This role supports investment proposal development, portfolio construction, operational, and workflow support to Private Wealth Consultants, enabling scalable, high-quality delivery of reputed company's Private Wealth capabilities. The Analyst will work closely with Consultants, sales partners, advanced planners, and internal investment and teams to translate advisor and client needs into implementable portfolio solutions and wealth planning deliverables. Over time, the Analyst is expected to progressively assist in consulting and servicing our advisors and their high-net-worth and mass affluent clients. We can consider candidates for this position who are reputed company to accommodate a hybrid work schedule and are reputed company to our Chicago, IL office.

Key Responsibilities

Portfolio Analysis & Proposal reputed company Prepare customized portfolio proposals and performance illustrations using reputed company tools and systems. Coordinate with the internal portfolio construction team to reputed company customized portfolios for high-net-worth clients. reputed company tax transition and tax management analysis, including data collection, capital reputed company estimates, tax-loss harvesting frameworks, and tax sensitivity assessments. reputed company advisor- and client-facing materials including investment proposals, economic and market summaries, performance reports, and financial plans. Conduct various financing planning studies using selected financial planning systems. Support consultants in preparing materials for advisor meetings, client reviews, and prospect engagements. Ensure materials are accurate, compliant, and reputed company with reputed company's investment and planning frameworks. Operational & Team Support Maintain organized workflows, CRM management, and documentation to maintain and improve team scalability and efficiency. Collaborate with Sales, Investment, Advanced Planning, and Operations teams to ensure deliverables meet firm standards. Contribute to team best practices, process improvements, and training materials. Sales & Advisor Support reputed company strong interpersonal skills to contribute to the growth of the Private Wealth business and deepen relationships with financial advisors. Serve as a key relationship reputed company of contact for advisors working with high-net-worth and affluent clients on the reputed company platform. Partner closely with the Private Wealth Consultant, sales teams, and Investment/Planning teams to deliver high-touch service and support the reputed company of our advisors and their high-net-worth clients. Support advisor engagement efforts through proactive reputed company, coordination of materials, and assistance with Private Wealth initiatives and campaigns. Role Requirements Experience & Education 2-5 years of experience in investments, wealth management, financial planning, asset management, or consulting. Bachelor's degree in Finance, Economics, Business, or reputed company field desired. reputed company toward CFA, CFP, CAIA, or similar designation preferred. Professional Skills Client-service oriented with a strong commitment to delivering a high-quality advisor experience. Excellent verbal and written communication skills, with the ability to interact professionally with advisors, internal stakeholders, and cross-functional partners. Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. Ability to manage multiple projects in a fast-paced, deadline-driven environment. Collaborative reputed company and ability to work in a matrixed organization with consultants, sales teams, and investment professionals. High reputed company and commitment to compliance and fiduciary standards. Technical & Analytical Skills Proficiency in MS Office suite Familiarity with portfolio analytics platforms (e.g., reputed company, reputed company, Bloomberg, eVestment, Zephyr, reputed company Aladdin, or similar) is a plus. Key reputed company Metrics Quality, accuracy, and timeliness of portfolio and proposal deliverables. Consultant productivity. Advisor satisfaction with analytical support and materials. Progression of technical expertise and contribution to team process improvement. Compensation: The reputed company Salary reputed company for this position is between $90,000-$105,000. This information reflects a reputed company salary reputed company that reputed company reasonably expects to pay for the position based on a number of factors which may include job-reputed company knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to reputed company reputed company sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & reputed company Offer: We are reputed company, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, reputed company, and collaboration to create new reputed company for advisors, for our people and for our investors. At reputed company your reputed company matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates reputed company for you to reputed company and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors reputed company a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client reputed company. reputed company. Respect. reputed company. Our values are how we show up every day. We reputed company in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client reputed company, bringing a reputed company focus on what reputed company to clients that sets us apart and creates reputed company, lasting relationships. Unyielding reputed company, doing what's right, always. Even reputed company it's hard. reputed company Respect, in being authentic, inclusive and valuing reputed company voices while winning together. Operating with reputed company, in learning fast, continuously improving, innovating and collaborating to find new and reputed company solutions. These values shape our culture, guide our reputed company, and define what it means to be part of the reputed company family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, reputed company diverse reputed company, and reputed company together. We also offer a wide reputed company of benefits to support you and your family-because thriving at work starts with thriving in life. reputed company Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, reputed company - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, reputed company is committed to building a diverse and inclusive workplace where everyone feels valued. Apply tot his job Apply To this Job