PEAR Core Solutions, Inc.
Opal Wealth Advisors, located in Jericho, Long Island (NY), is a registered investment advisor (RIA) dedicated to helping clients create and utilize wealth to achieve their financial goals.
Opal Wealth is currently seeking to add a
Financial Analyst
to their team of wealth management professionals. Key Responsibilities of the Financial Analyst Role include:
Serving as the primary administrator of all Opal Investment Models, including oversight, execution, and tax loss harvesting. Acting as the primary resource for alternative investments, including subscriptions, capital calls, transfers, and on-request document gathering. Assisting in the investment process and providing support to the investment committee. Assisting in investment compliance by monitoring and maintaining an approved list and auditing adherence to investment policies. Supporting the firm in structuring and rolling out procedures, and identifying areas for process improvement, efficiency, and checks and balances. Supporting the financial planning efforts at Opal Wealth Management.
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Financial Analyst
to their team of wealth management professionals. Key Responsibilities of the Financial Analyst Role include:
Serving as the primary administrator of all Opal Investment Models, including oversight, execution, and tax loss harvesting. Acting as the primary resource for alternative investments, including subscriptions, capital calls, transfers, and on-request document gathering. Assisting in the investment process and providing support to the investment committee. Assisting in investment compliance by monitoring and maintaining an approved list and auditing adherence to investment policies. Supporting the firm in structuring and rolling out procedures, and identifying areas for process improvement, efficiency, and checks and balances. Supporting the financial planning efforts at Opal Wealth Management.
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