Job Description
Client Advisory & Relationship Management:
Assisting senior advisors with HNW client meetings, estate planning, and trust structuring. Portfolio Analysis:
Evaluating client investment portfolios, performing asset allocation, and modeling financial scenarios. Market Research:
Synthesizing macroeconomic trends and researching equities, fixed income, and structured products. Operations & Compliance:
Ensuring client documentation complies with financial regulations and supporting the middle office.
Assisting senior advisors with HNW client meetings, estate planning, and trust structuring. Portfolio Analysis:
Evaluating client investment portfolios, performing asset allocation, and modeling financial scenarios. Market Research:
Synthesizing macroeconomic trends and researching equities, fixed income, and structured products. Operations & Compliance:
Ensuring client documentation complies with financial regulations and supporting the middle office.
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