Investment Associate

Company

Our client is a multi-family office built around high-touch, high-trust relationships rather than scale for its own sake. The firm advises ultra-high-net-worth families, business owners, and multi-generational enterprises, pairing sophisticated investment capability with the kind of close, personal attention typically found at a dedicated family office. Clients are known individually, not managed as accounts, and teams work in tight, collaborative groups rather than siloed departments.

The culture is entrepreneurial and deliberately developmental. A number of the firm's senior advisors began their careers in this very seat, and the organization takes genuine pride in building talent from the ground up rather than hiring it in fully formed.

Position

This Investment Analyst role is a formal entry point into a defined, longer-term advisory career track — not a standalone analytical post. Working directly alongside senior advisors, the Investment Analyst builds the analytical foundation of the client relationship — portfolio performance, planning analysis, presentation materials — while gaining real, ongoing visibility into how those relationships are actually managed day to day.

Client exposure here is genuine and earned: Investment Analysts sit in on client conversations, are mentored deliberately by senior team members, and take on progressively more direct client contact as they demonstrate readiness. This role is built for someone who wants to learn the advisory business from the inside — not simply support it from behind the scenes.

Responsibilities

• Build the analytical backbone of client relationships, supporting the delivery of wealth management services alongside senior advisors
• Partner closely with the firm's internal client service team so client requests move accurately and on schedule
• Develop client-ready presentation materials covering portfolio performance, planning recommendations, and cash flow
• Contribute to asset allocation strategy, Investment Policy Statements, and trade recommendations in collaboration with the broader advisory team
• Take part in direct conversations with clients and outside advisors as client-facing exposure grows
• Maintain and analyze ongoing portfolio performance reporting
• Support the execution of investment decisions
• Assist with longer-term client wealth forecasting
• Help onboard new clients into the firm's service model
• Contribute to business development efforts alongside senior advisors
• Take part in structured mentorship and professional development built around advancing toward an advisory career

Qualifications

• Bachelor's degree in economics, business, finance, or a related field
• 0-3 years of relevant experience — recent graduates with a financial services internship, or early-career professionals with investment-related experience, are both encouraged to apply
• Strong written and verbal communication skills
• Genuinely strong analytical ability and comfort working with numbers
• Highly organized, with real attention to detail and the ability to prioritize under pressure
• Able to manage work across multiple clients and advisors simultaneously
• High proficiency in Microsoft Excel, PowerPoint, and Word

Personal Skills & Attributes

• Willingness and ability to learn new systems for performance reporting, data aggregation, analytics, and client relationship management
• Prior experience communicating with or presenting to clients is a plus
• Professional polish and presence — this role is being developed toward future client-facing responsibility
• Genuine curiosity and a real appetite for continued learning
• Sound judgment and discretion when handling sensitive client information
• Coachable — receptive to direct mentorship and feedback from senior advisors
• Strong relationship-building instincts, even at an early career stage
• Comfortable in a fast-paced, high-touch service environment
• Collaborative team player who also takes initiative
• Adaptable, with the ability to manage shifting priorities gracefully
• Motivated by a long-term career in advisory — not simply an analytical stepping stone elsewhere
• Comfortable operating as part of a team while also taking ownership as a self-starter