About the Firm
Top investment advisory firm working with ultra-high net worth families across the United States and abroad. The firm has offices in New York City and Summit, NJ. Services include: wealth advisory, investment management, financial planning, aggregated reporting, lifestyle & operational support, philanthropic advising, and next generation planning and engagement. Given the firm’s growth prospects, it is seeking to expand its team.
Job Description & Responsibilities
The Financial Analyst is responsible for supporting the firm’s investment, financial planning, and overall wealth management services, under the supervision of the firm’s relationship managers.
Specific responsibilities include: