MSH
Overview
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
5+ years of relevant professional services experience. Passion for investment management and client service. Detail-oriented and thorough. Superior communication and analytical skills. Highly motivated, trustworthy, intellectually curious, and mature. Excellent academic background and strong cognitive ability. Seniority level
Associate Employment type
Full-time Job function
Finance
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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
5+ years of relevant professional services experience. Passion for investment management and client service. Detail-oriented and thorough. Superior communication and analytical skills. Highly motivated, trustworthy, intellectually curious, and mature. Excellent academic background and strong cognitive ability. Seniority level
Associate Employment type
Full-time Job function
Finance
#J-18808-Ljbffr