Responsibilities include preparing client balance sheets, analyzing asset allocation, and monitoring investment performance. The analyst also manages quarterly reports to ensure they are accurate and consistent. A good understanding of portfolio construction, different asset classes, investment products, macroeconomics, and professional communication is essential. The role involves performing additional analyses for clients’ financial and estate planning, participating in equity and options trading, and coordinating tax documentation.

The ideal candidate should have over three years of experience in financial services or private wealth management, a strong interest in investment management and client service, and at least a bachelor’s degree. Strong analytical skills are also important for this position.