Location New York Job type 2B+ AUM Boutique RIA

A $2B+ AUM Boutique RIA Dynamic Independent Registered Investment Advisor firm located in the Financial District seeks a Full-Time Junior Financial Analyst to assist in the preparation for client meetings and client account analysis.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

  • Work with principals of the firm to provide financial counseling to clients
  • Assist in building financial exhibits and models used for client presentations using Excel
  • Participate in a dynamic fast-paced team environment
  • Collegial culture in an established and growing firm

Requirements

  • Bachelorโ€™s Degree, preferably in Finance
  • 0-2 years of experience in financial planning
  • Technical skills – Microsoft Office Suite, especially Excel, Planning platforms