Note: The job is a remote job and is open to candidates in USA. Trident Consulting is seeking an Associate Director - Investment Analyst (Wealth Advisory) for a client in San Francisco, CA, a global leader in Wealth Management. The Investment Analyst will provide comprehensive support to high-net-worth clients by collaborating with experienced Wealth Advisors and managing client relationships.
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
Skills
- 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
- Strong initiative with the ability to contribute meaningfully in a collaborative team environment
- Experience with eMoney, Salesforce, Addepar, and custodial platforms is a plus
Benefits
- Benefits
Company Overview