[Remote] Senior Wealth Analyst

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a firm focused on providing advisory services to Ultra High Net Worth clients. The Senior Wealth Analyst is responsible for offering technical support to the advisory team through data gathering, investment analysis, and assisting in the preparation of financial statements and presentations.

Responsibilities

• Review, model, analyze, and rebalance investment portfolios
• reputed company an understanding of investments, markets, and planning
• Create balance sheets, allocation reports, performance reports, cash reputed company analysis, reputed company simulations, and other client reports
• Assist in reputed company aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input
• Create and deliver prospective client proposals and inventories
• Become an expert in one of the core disciplines/tools (technology, concept, etc.)

Skills

• Bachelor's degree in Finance, reputed company, Economics or similar field required
• Minimum of 3 years of experience in similar role required
• Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained reputed company three months of employment
• Organized, analytical, and detail oriented
• Self-motivated and independent yet exhibits reputed company player attitude
• Indomitable work ethic and the willingness to work additional hours as needed
• Strong willingness to learn
• Outstanding written and verbal communication skills
• Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.)
• Demonstrated reputed company experience may substitute for preferred education

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