Associate Financial Advisor

Financial Advisory Associate

MSH is working with a global investment firm on an opening for a Financial Advisory Associate. The Financial Advisory Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

Responsibilities

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
• Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Perform ad hoc analyses for clients’ financial and estate planning needs.
• Participate in equity and option trading activities with increasing responsibilities for investment execution.
• Gather, prepare, and coordinate client tax data and documentation.
• Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

Qualifications

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance

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