Top-Tier Investment Advisory Firm is Seeking a Wealth Management Operations Analyst!
Responsibilities:
Responsible for delivering integrated financial oversight across asset allocation, liquidity management, and broader strategic planning to our clients
Coordinate client workflows, including deliverables and requests, and partner with internal teams across reporting, investments, and operations
Maintain and actively monitor client wealth systems, including asset allocation, performance, and liquidity, to support accurate, real-time decision-making
Own the organization, maintenance, and synthesis of client information and data to support consistent, high-quality portfolio oversight
Qualifications:
Bachelor's Degree
1-3 years experience working in wealth management, supporting high net worth clients
