Investment Analyst

Associate Director - Investment Analyst (Wealth Advisory)

We are seeking an Investment Analyst to join our Wealth Advisory team. The Investment Analyst will provide comprehensive support to high-net-worth clients by working closely with experienced Wealth Advisors. The ideal candidate is entrepreneurial, capable of working both independently and collaboratively, and able to support the day-to-day management of client relationships. This role is well suited for professionals looking to develop client advisory expertise through mentorship from an experienced Wealth Advisory team.

Key Responsibilities

• Review client portfolios and assist Wealth Advisors with the development, presentation, and implementation of investment recommendations.
• Support portfolio construction, investment proposals, portfolio rebalancing, phase-in planning, and quarterly performance reviews.
• Collaborate with the National Investments team to align client portfolios with investment strategies while considering cash flow, taxation, liquidity, risk tolerance, and other client-specific objectives.
• Assist with the execution of client portfolio trades, including trade execution, margin maintenance, and settlement.
• Develop and maintain Investment Policy Statements (IPS).

• Prepare and maintain net worth statements, financial plans, and cash flow projections.
• Participate in prospect and client meetings to gather information for financial planning and investment strategy development.
• Stay informed on current wealth planning trends, legislative updates, and planning techniques.
• Partner with the Wealth Strategy team to enhance client financial planning solutions.

• Coordinate with Client Associates to manage client onboarding, account maintenance, investments, redemptions, transfers, and money movement requests.
• Maintain accurate client notes, investment changes, and activities within Salesforce.
• Review quarterly client performance reports and collaborate with reporting teams to resolve any discrepancies.
• Prepare client and prospect meeting materials and participate in meetings as needed.
• Support private investment reporting in collaboration with Client Associates and coordinate with external fund administrators and investment portals.
• Manage assigned deliverables from initiation through completion while coordinating with internal teams and external partners.

Required Qualifications

• Bachelor's degree required.
• Strong preference for candidates who hold or are actively pursuing CFA or CFP designations.
• Previous internship or professional experience in financial services is required.
• 4+ years of relevant experience preferred.
• Series 65 license (or equivalent) required, or willingness to obtain within 120 days of employment.
• Strong analytical, problem-solving, and critical thinking skills.
• Self-motivated with an entrepreneurial mindset and the ability to work independently.
• Adaptable and capable of thriving in a fast-paced environment while maintaining a strong sense of urgency.
• Excellent written and verbal communication skills with exceptional attention to detail.
• Strong organizational and time-management skills with the ability to manage multiple priorities and meet deadlines.
• Demonstrated ability to make sound decisions and proactively resolve challenges.
• Coachable with a strong desire for continuous learning and professional development.
• Ability to build and maintain strong relationships with clients, colleagues, CPAs, attorneys, and other professional partners.
• High level of integrity, professionalism, discretion, and commitment to client confidentiality.
• Proficiency in Microsoft Office Suite.
• Experience with eMoney, Salesforce, Addepar, and custodial platforms is a plus.
• Strong initiative with the ability to contribute meaningfully in a collaborative team environment.

About Trident Consulting

Trident Consulting is an award-winning staffing and consulting firm headquartered in San Ramon, CA. Since 2005, we've partnered with Fortune 500 and high-growth companies to deliver high-quality talent across technology, engineering, business operations, and professional services. We specialize in contract, contract-to-hire, and direct hire placements, supporting roles across IT, data & analytics, cloud, cybersecurity, finance & accounting, HR, operations, and more. With a strong focus on hard-to-fill and niche positions, our global recruiting engine enables us to deliver speed, quality, and scale.