Portfolio and Wealth Advisory Analyst

Job Description

Job Description

BBR Partners is excited to continue our successful Advisory Analyst Program. A two-year commitment, Advisory Analysts are essential to BBR's ability to scale while providing unparalleled hospitality and guidance to our clients. The ideal candidate is passionate about wealth management and has a strong desire to learn and develop both personally and professionally.

This program begins on August 2, 2027. 

Responsibilities:  

• Provide support to the team by contributing to and conducting analysis on multiple client portfolio projects including investment management, wealth transfer and tax planning 
• Generate and edit client presentations and marketing proposals for prospects 
• Prepare reporting for internal meetings relating to clients, prospects, and investment managers 
• Maintain and manage client data utilizing both proprietary and 3rd party software (APX & Seismic)
• Assist with client service functions including account applications, cash management and data reconciliation
• Collaborate with senior team members to resolve complex client requests or other ad hoc tasks 

Valued Competencies:  

• Recent undergraduate degree and a strong academic track record
• Demonstrated interest in Asset or Wealth Management
• Proficiency in MS Office Suite, especially Excel 
• High degree of intellectual curiosity and resourcefulness 
• Excellent communication and time allocation skills: adept at managing expectations 
• Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team
• Comfortable being wrong: seeks to learn from mistakes and takes accountability
• Exhibits enthusiasm for professional development and personal growth 
• Demonstrates unquestioned ethics and credibility 

What We Offer:  

• Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment. 
• Competitive base salary and incentive compensation. 
• Company subsidized health, dental and vision insurance for employee, partner, and dependents. 
• 401K plan, Life insurance, and short & long-term disability coverage. 
• One Medical memberships (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other offerings. 
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. 
• Personalized development and career opportunities, and access to senior staff. 
• Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure. 
• Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress.  
• New office space with a variety of perks and amenities including catered lunches and stocked pantry. 

Additional Information:  

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $75,000 and $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.