Associate, Portfolio & Wealth Advisory
BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. The role involves conducting analysis and executing projects for client portfolios, collaborating with senior team members, and maintaining data integrity across multiple systems.
Responsibilities
- Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning
- Generate and edit presentations for existing clients and marketing presentations for prospects
- Prepare reporting for internal meetings relating to clients, prospects, and investment managers
- Maintain data integrity across multiple systems
- Collaborate with senior team members to resolve complex client requests or issues
- Attend and participate in client meetings, offering thoughtful suggestions and solutions
Skills
- 1 or more years professional or relatable experience ideally in Asset or Wealth Management
- Undergraduate degree and a strong academic track record
- Proficiency in MS Office Suite, especially Excel
- High degree of intellectual curiosity
- 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
Benefits
- Company subsidized health, dental and vision insurance for employee, partner, and dependents.
- 401K plan, Life insurance, and short & long-term disability coverage.
- One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
- Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
- Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure.
- Hybrid work environment, “Work from Anywhere” weeks, and business casual dress.
- New office space with a variety of perks and amenities including catered lunches and stocked pantry.
Company Overview