Financial Advisory Analyst or Associate

Fast growing, mid-sized investment firm is seeking multiple Financial Advisory Analysts and Associates to support strategic wealth management activities for ultra-high-net-worth (UHNW) and family office clients. This role provides exposure to complex asset structures, multi-generational planning, and bespoke investment strategies within a discreet, relationship-driven environment.

This is a hybrid role, 4 days per week in the midtown Manhattan office

Key Responsibilities (these are general responsibilities for the function, specifics will vary depending on level of the candidate)

• Conduct detailed financial analysis across public and private markets, including portfolio performance, asset allocation reviews, and risk assessments.
• Support the development of customized investment strategies aligned with client objectives, liquidity needs, tax considerations, and long-term family governance priorities.
• Assist in due diligence for private equity, real estate, alternatives, and direct investment opportunities.
• Prepare comprehensive reports, investment memos, and quarterly portfolio reviews for internal committees and client presentations.
• Maintain financial models, performance dashboards, and analytical tools to support data-driven decision-making.
• Monitor global markets, macroeconomic trends, and relevant regulatory developments impacting UHNW clients.
• Collaborate with tax advisors, estate planners, legal counsel, and external asset managers to ensure coordinated delivery of holistic wealth management.
• Uphold strict confidentiality and demonstrate sound judgment in handling highly sensitive financial and personal information.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field; progress toward CFA, CAIA, or CFP preferred.
• 1–8 years of experience in wealth management, investment banking, asset management, or family office environment.
• Strong financial modeling, valuation, and quantitative analysis skills.
• Excellent written and verbal communication, with the ability to explain complex concepts clearly.
• High integrity, discretion, and a client-service mindset tailored to UHNW families.

What We Offer

• Exposure to sophisticated investment structures and multi-asset portfolios.
• Collaborative, intellectually rigorous culture with significant professional development opportunities.
• The chance to work closely with senior advisors and contribute meaningfully to long-term wealth strategies

Base salary 90k-200k base depending on level and years of experience plus excellent benefits and significant bonus potential.