Analyst

We are seeking a detail-oriented and analytical analyst to join a boutique wealth management firm. This role offers the opportunity to work closely with high-net-worth individuals, supporting portfolio management, investment analysis, and client relationship efforts in a fast-paced, client-focused environment. Key Responsibilities Analyze and monitor client portfolios, ensuring alignment with investment objectives and risk tolerance Build and maintain financial models using Excel to support investment decisions and portfolio strategy Conduct market research, performance analysis, and investment due diligence across asset classes Prepare client reports, presentations, and portfolio reviews with clear, data-driven insights Support advisors in managing relationships with high-net-worth clients, addressing inquiries and providing timely updates Assist in executing trades, rebalancing portfolios, and tracking investment performance Collaborate with internal teams to ensure seamless client service and operational efficiency Maintain accurate client records and documentation related to investments and accounts Qualifications Bachelor’s degree in Finance, Economics, Accounting, or a related field 1–3 years of experience in wealth management, investment analysis, or financial services Strong proficiency in Excel (financial modeling, data analysis, pivot tables, etc.) Solid understanding of financial markets, asset classes, and portfolio management principles Experience working with high-net-worth individuals or client-facing environments preferred Excellent communication skills with the ability to explain complex financial concepts clearly Highly detail-oriented, organized, and able to manage multiple priorities Why Join Exposure to high-net-worth clients and sophisticated investment strategies Opportunity to work in a collaborative, boutique environment with direct mentorship Clear path for growth within wealth management and investment advisory #J-18808-Ljbffr