Client Analyst

Choate Investment Advisors (ChoateIA) is a registered investment advisor providing investment management advice to our clients and the trustees of our client families. ChoateIA seeks to deliver sustainable and attractive long‑term investment results. We currently advise on $10 billion (as of December 31 2024) for our client families and help design wealth strategies for billions more. In an environment where our competitors increasingly look, act and think alike, ChoateIA is built differently. ChoateIA is affiliated with Choate, Hall & Stewart, LLP, a law firm with an internationally recognized wealth management practice. ChoateIA's investment expertise, working in collaboration with the law firm's wealth management services, allows our group to deliver a fully integrated family office for generations of families. ChoateIA offers clients independence, integration and institutional quality client service.

Role Overview

As an Analyst you will work with both the financial planning team and portfolio managers to provide exceptional client service. This role requires a high level of attention to detail, flexibility to work in structured and unstructured environments as well as an understanding of financial planning and investment portfolios. While no two days will look the same, the primary duties and responsibilities include but are not limited to :

Financial planning

• Prepare and manage client Net Worth reporting in Addepar.
• Input client data into financial planning software, eMoney.
• Assist in creating customized financial plans, including retirement planning, education savings, and gifting plans.
• Prepare financial planning reports, projections, and presentations for client meetings.
• Draft email responses to client financial planning questions.
• Create and maintain standard financial planning reporting.
• Maintain and build financial planning tear sheet library.
• Monitor market conditions and industry best practice for financial planning to provide relevant support and insights.

Client service

A successful candidate will have the

Qualifications

Work Authorization

Compensation and Total Rewards Package

Choate offers a comprehensive Total Rewards package to our business professional team members. The firm also offers comprehensive health and well‑being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is listed below and represents our good faith and reasonable estimate of the salary range for this specific position at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job‑related, non‑discriminatory factors, including but not limited to qualifications and experience, education, external market data and consideration of internal equity.

$72,000 – $89,250

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