Financial Analyst - Bel Air Investment Advisors

HighTower Advisors is a wealth management firm that provides investment management and advisory services to affluent clients. The Financial Analyst will support teams with client presentations, financial modeling, and portfolio management, while collaborating closely with advisors and operations teams.

Responsibilities

• Construct financial models, preparing standard presentation materials, and producing customized analysis/presentations for complicated account structures
• Understand, research, and provide information to Advisors regarding prospects and clients' current portfolio structure and investments
• Create and produce multi-manager performance reports
• Research and provide information about products such as mutual funds, separate accounts, and alternative investments
• Reallocate client portfolios and working with operations and product teams to reflect advisor decisions in client portfolios
• Gain knowledge and understanding of processes and operational procedures related to client investing
• Create and updating marketing materials for us (e.g., proprietary strategies, multi-manager, stock market balance sheet, index returns page, pitch-book materials)
• Construct risk-reward analyses, running Monte Carlo simulations, and performing manager performance analyses on Morningstar Direct
• Complete projects as assigned (e.g., research manager returns, committee support, staff meeting support, etc.)
• Achieve knowledge and understanding of the markets and investment strategies offered at our practice
• Understand principles, practices, and regulatory requirements of our practice

Skills

• High degree of personal integrity and high personal work ethic, coupled with the ability to earn and inspire respect and confidence among peers, team members, and senior management
• Strong written and oral communication skills
• Aggressiveness in meeting commitments; results driven
• Good judgment and discretion working with confidential information
• Ability to work in a fast-paced work environment and navigate organizational structures with sensitivity and finesse. Comfortable working without a lot of direction
• Demonstrate a strong interest in the financial markets, have a working knowledge of the investment world, and be a highly motivated team player
• Bachelor's degree (B. A.) from a four-year College or University
• Strong technical skills using Excel, PowerPoint, and the Microsoft Office Suite

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible PTO Plan
• Hybrid Model Work Schedule (3 days in the office)
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

Company Overview