Investment Advisory Associate

Investment Advisory Associate

Dallas, TX

ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.

S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.

The role offers tremendous long-term career development and continued growth opportunities as they expand.

The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams.

This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm.

Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices.

Responsibilities :

• Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients.
• Communicate directly with clients and their external advisors.
• Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests.
• Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management.
• Collaborate with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals.
• Generate, maintain, and analyze performance reports.
• Execute investment decisions.
• Conduct client wealth forecasting.
• Support the onboarding process for new clients.
• Provide assistance in business development activities.

Requirements :

• years of related experience within UHNW Client Support and investments.
• Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred.
• communication skills written and verbal, as well as superior analytical skills.
• proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems performance reporting, data / transaction aggregation, data analytics, CRM.
• with Addepar, Salesforce and / or Morning Star is a plus.
26 days ago