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Asset Management Analyst
11 hours ago
**The Role**
As a Financial Analyst on our Private Wealth Management team, you will play a crucial role in supporting Private Wealth Advisors in implementing wealth management strategies for high net worth individuals and their families.
You will be responsible for analyzing equity and fixed income portfolios, researching internal and external investment vehicles, and executing portfolio rebalancing.
Main Responsibilities:
- Develop and maintain strong relationships with Private Wealth Advisors and clients.
- Prepare marketing materials and presentations highlighting investment opportunities.
- Analyze portfolios for risk and return characteristics, executing rebalancing as needed.
- Research investment vehicles for client asset allocation, staying informed about market developments.
- Collaborate with teams across Investment Management to address client needs.
Requirements:
- Bachelor's degree
- Fluent English language skills required
- Relevant work experience preferred
- Excellent analytical and problem-solving skills.
- Ability to work in a fast-paced environment, adapt quickly to changing industries and businesses.
- Integrity, ethical standards, and sound judgment.
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