Financial Analyst

Opal Wealth Advisors Financial Analyst Role

Opal Wealth Advisors, located in Jericho Long Island (NY) is a registered investment advisor (RIA) dedicated to helping their clients create and use wealth to accomplish their financial goals.

Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals.

The key aspects of the Financial Analyst Role include :

• Serving as the primary administrator of all Opal Investment Models, including oversight, execution and tax loss harvesting.
• Serving as the primary resource for alternatives investments, including subscriptions, capital calls, transfers and on-request document gathering.
• Assisting in the Investment Process, providing support to the investment committee.
• Assist in Investment Compliance, monitoring / maintain an approved list and auditing adherence to investment compliance.
• Support the firm in the structuring and rollout of its procedures and to identify areas of improved process, efficiency and checks / balances.
• Support the financial planning efforts at Opal Wealth Management.