Wealth Strategy Associate

Robert Half Finance & Accounting
Washington, DC
Jan 14, 2019
Jan 16, 2019
Full Time
Ref ID: 04510-0010802608Classification: AVP of OperationsCompensation: $75,000.00 to $100,000.00 per yearOur client is a high profile Financial Advisor and ranked nationally by Barron's. This very successful team is looking to add a new Wealth Strategy Associate to model and construct client portfolio strategies. If you are a skilled Financial Analyst with strong Excel skills and enjoy working with heavy data to create real life custom solutions for client investors, this is an unique opportunity to work with a driven yet collegial team that has a long track record of success. Key duties for this challenging and exciting Wealth Strategy Associate/Financial Analyst role would include: 1) Creating porffolio models incorporating multiple investment strategies and scenarios. 2) Building cash flow models using data provided by investment firms and other outside partners 3) Bringing together market research and data into client pitch books and portfolio presentations 4) Closely work with senior level advisors to service clients, measure portfolio risk and ensure investment discipline and controls 5) Supporting firm wide investment compliance procedures 6) Developing complex business analytics and tools to support advisor recommendations and decisions 7) Supporting business development activities as a part of a high performing team 8) Evaluating and reviewing portfolio performance and the use of key analytics to make investment recommendations Please submit your resume to Raj Khanna at [Click Here to Email Your Resume] for immediate and confidential consideration for this or one of our other immediate openings in the Washington, DC market.BS degree in Finance, Business or related major Previous experience in the financial services industry Expert level in Excel with proven modeling skills Possess both a series 7 and 66 license CFA level 1 or above is preferred CFP designation is a plusRobert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune(R) magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.Apply for this job now or contact our nearest office at 844.539.2523 for additional information.All applicants applying for US job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada. (C) 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.