Phyton Talent Advisors
Financial advisory analyst or Associate
Phyton Talent Advisors, San Francisco, California, United States, 94199
Phyton Talent Advisors provided pay range
This range is provided by Phyton Talent Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$90,000.00/yr - $200,000.00/yr Direct message the job poster from Phyton Talent Advisors. Fast growing, mid‑sized investment firm is seeking multiple Financial Advisory Analysts and associates to support strategic wealth management activities for ultra‑high‑net‑worth (UHNW) and family office clients. This role provides exposure to complex asset structures, multi‑generational planning, and bespoke investment strategies within a discreet, relationship‑driven environment. This is a hybrid role, 4 days per week in the San Francisco office. Key Responsibilities
Conduct detailed financial analysis across public and private markets, including portfolio performance, asset allocation reviews, and risk assessments. Support the development of customized investment strategies aligned with client objectives, liquidity needs, tax considerations, and long‑term family governance priorities. Assist in due diligence for private equity, real estate, alternatives, and direct investment opportunities. Prepare comprehensive reports, investment memos, and quarterly portfolio reviews for internal committees and client presentations. Maintain financial models, performance dashboards, and analytical tools to support data‑driven decision‑making. Monitor global markets, macroeconomic trends, and relevant regulatory developments impacting UHNW clients. Collaborate with tax advisors, estate planners, legal counsel, and external asset managers to ensure coordinated delivery of holistic wealth management. Uphold strict confidentiality and demonstrate sound judgment in handling highly sensitive financial and personal information. Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related field; progress toward CFA, CAIA, or CFP preferred. 1–8 years of experience in wealth management, investment banking, asset management, or family office environment. Strong financial modeling, valuation, and quantitative analysis skills. Excellent written and verbal communication, with the ability to explain complex concepts clearly. High integrity, discretion, and a client‑service mindset tailored to UHNW families. What We Offer
Exposure to sophisticated investment structures and multi‑asset portfolios. Collaborative, intellectually rigorous culture with significant professional development opportunities. The chance to work closely with senior advisors and contribute meaningfully to long‑term wealth strategies. Base salary $90,000–$200,000 depending on level and experience, plus excellent benefits and significant bonus potential.
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This range is provided by Phyton Talent Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$90,000.00/yr - $200,000.00/yr Direct message the job poster from Phyton Talent Advisors. Fast growing, mid‑sized investment firm is seeking multiple Financial Advisory Analysts and associates to support strategic wealth management activities for ultra‑high‑net‑worth (UHNW) and family office clients. This role provides exposure to complex asset structures, multi‑generational planning, and bespoke investment strategies within a discreet, relationship‑driven environment. This is a hybrid role, 4 days per week in the San Francisco office. Key Responsibilities
Conduct detailed financial analysis across public and private markets, including portfolio performance, asset allocation reviews, and risk assessments. Support the development of customized investment strategies aligned with client objectives, liquidity needs, tax considerations, and long‑term family governance priorities. Assist in due diligence for private equity, real estate, alternatives, and direct investment opportunities. Prepare comprehensive reports, investment memos, and quarterly portfolio reviews for internal committees and client presentations. Maintain financial models, performance dashboards, and analytical tools to support data‑driven decision‑making. Monitor global markets, macroeconomic trends, and relevant regulatory developments impacting UHNW clients. Collaborate with tax advisors, estate planners, legal counsel, and external asset managers to ensure coordinated delivery of holistic wealth management. Uphold strict confidentiality and demonstrate sound judgment in handling highly sensitive financial and personal information. Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related field; progress toward CFA, CAIA, or CFP preferred. 1–8 years of experience in wealth management, investment banking, asset management, or family office environment. Strong financial modeling, valuation, and quantitative analysis skills. Excellent written and verbal communication, with the ability to explain complex concepts clearly. High integrity, discretion, and a client‑service mindset tailored to UHNW families. What We Offer
Exposure to sophisticated investment structures and multi‑asset portfolios. Collaborative, intellectually rigorous culture with significant professional development opportunities. The chance to work closely with senior advisors and contribute meaningfully to long‑term wealth strategies. Base salary $90,000–$200,000 depending on level and experience, plus excellent benefits and significant bonus potential.
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