Are you an analytical professional with a passion for working with Ultra-High Net Worth (UHNW) clients? Our client is seeking a Financial Advisory Analyst to join their relationship management team in New York City.

About the Role:

This critical role supports our clients by delivering tailored financial solutions, preparing detailed analyses, and driving exceptional client service. You’ll be part of a dynamic environment where investment management meets strategic innovation, supported by a high-performing team and collaborative culture.

Key Responsibilities:

• Prepare comprehensive client balance sheets and asset allocation analyses.
• Monitor investment performance and produce accurate quarterly portfolio reports.
• Dive deep into portfolio construction, asset classes, macroeconomic trends, and investment products.
• Conduct ad hoc analyses for financial and estate planning needs.
• Assist in equity and options trading, with growing responsibility for execution.
• Coordinate client tax data and documentation.
• Gain exposure to private investments, client interactions, and family office operations.

Who You Are:

• 2+ years of relevant financial services or private wealth experience, with exposure to UHNW clients.
• Passionate about investment management and delivering exceptional client service.
• Strong academic credentials (bachelor’s degree required) with demonstrated cognitive ability.
• Analytical, detail-oriented, and proactive.

What We Offer:

• Competitive base salary ($115K–$125K) plus a guaranteed minimum bonus (25%).
• Comprehensive benefits, including medical, dental, vision, and wellness programs.
• Matching 401(k), tuition reimbursement, and professional development support.
• Generous referral bonuses and a smart-casual dress code.
• Hybrid work environment with on-site presence in our NYC office.