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    Senior Financial Analyst - San Antonio, United States - Sendero Wealth Management

    Sendero Wealth Management
    Sendero Wealth Management San Antonio, United States

    2 weeks ago

    Default job background
    Description
    Professional development assistance
    Qualifications

    Candidates would have a proven background in finance, paired with an ability to communicate complex topics in a manner understood easily by most anyone.


    Required: 7-10+ years portfolio management or investment-related experience
    Strong knowledge of portfolio performance and rebalancing systems
    Strong presentation skills in front of individuals and groups
    Knowledge of Bloomberg and/or FactSet
    Series 65 license is required and must remain in good standing
    Assume an active role with community board(s)
    Experience with and/or knowledge of behavioral finance
    Extensive experience in serving families of wealth including cash flow analysis, income protection, and asset protection
    Deep understanding of asset allocation and how markets work
    Ability to build trust and relationships with clients and their families
    Ability to manage multiple tasks with acute attention to detail while working autonomously
    Ability to consistently deliver results in a timely manner
    Understanding and ability to articulate the value proposition for all five Sendero business lines
    Ability to simplify complex topics
    Ability to listen and ask probing questions
    Intellectually curious, team player with a desire to make a difference
    The personal qualities of honesty, loyalty, humility, diligence, attention to detail, and analytical orientation

    Investment-Related: 7 years (Required)

    Portfolio Performance and Rebalancing: 7 years (Required)
    Responsibilities

    This role works collaboratively with our investment advisors, clients, and other staff members

    The ideal candidate will partner with clients to understand their objectives and guide decisions to strategically meet their ultimate financial goals.

    This person will also coach, mentor, and leader
    Build a relationship-based practice: fostering deep, trusted, and long-term relationships across generations to help families [SW1]navigate situations and decisions related to life stages and wealth transfer
    Support clients, take a leadership role in 10-20 client relationships
    Independently provide investment guidance, and implement strategies for clients
    Own monthly financial modeling and database management responsibilities such as IPS targets and portfolio monitoring to proactively identify opportunities
    Responsible for the rebalancing process, including error-free trading
    Use own judgment and decision-making abilities to challenge conclusions and probe deeper to ensure the best decisions are made
    Lead the Sendero Guidance Process with clients
    Create asset allocation recommendations based on investment team's asset allocation targets and clients' needs
    Collaborate with all areas of the firm ensuring client request and needs are executed in a timely manner
    Have full control in the request for proposals process
    Take a leadership role in firm projects
    Attend prospect presentations and assist in the on-boarding of new clients process
    Attend marketing and business-related events as necessary and/or required
    Develop a masterful understanding of risk statistics and various other portfolio measurement tools to verify accuracy of investment strategies and benchmark performance
    Develop a masterful understanding of global markets
    Possess the ability to successfully discuss in-depth investment related questions
    Lead, mentor and coach a team
    Benefits


    Pay:
    $120, $150,000.00 per year

    401(k) matching
    Dental insurance
    Flexible schedule
    Flexible spending account
    Health insurance
    Health savings account
    Life insurance
    Paid time off
    Professional development assistance
    Tuition reimbursement
    Vision insurance


    JOB FUNCTION:
    Senior Financial Analyst

    About Us:
    Sendero is an independent, majority employee-owned advisory firm.

    As one of the largest registered independent investment advisory firms in Central and South Texas we serve families and select institutions by developing tailored solutions and cultivating long-term relationships founded on our core values of trust, honor, respect, service, and..

    family.

    Our entrepreneurial spirit drives our desire to create better, more impactful ways to serve our clients through investment management, financial planning, and education services.


    Position Summary:

    We seek a proven financial professional with deep understanding of the markets who is relationship-oriented to serve as a Senior Financial Analyst.

    This position helps our wealth management clients protect, preserve, and grow wealth responsibly. This role works collaboratively with our investment advisors, clients, and other staff members.

    The ideal candidate will partner with clients to understand their objectives and guide decisions to strategically meet their ultimate financial goals.

    As asset allocators we do not buy and sell individual stocks, we find strategies with a competitive advantage in each asset class.

    This person will need to strong understanding of the challenges families of wealth face.

    Candidates would have a proven background in finance, paired with an ability to communicate complex topics in a manner understood easily by most anyone.

    This person will also coach, mentor, and leader.


    Job Duties:

    • Build a relationship-based practice: fostering deep, trusted, and long-term relationships across generations to help families [SW1]navigate situations and decisions related to life stages and wealth transfer
    • Support clients, take a leadership role in 10-20 client relationships
    • Independently provide investment guidance, and implement strategies for clients
    • Own monthly financial modeling and database management responsibilities such as IPS targets and portfolio monitoring to proactively identify opportunities
    • Responsible for the rebalancing process, including error-free trading
    • Use own judgment and decision-making abilities to challenge conclusions and probe deeper to ensure the best decisions are made
    • Lead the Sendero Guidance Process with clients
    • Create asset allocation recommendations based on investment team's asset allocation targets and clients' needs
    • Collaborate with all areas of the firm ensuring client request and needs are executed in a timely manner
    • Have full control in the request for proposals process
    • Take a leadership role in firm projects
    • Attend prospect presentations and assist in the on-boarding of new clients process
    • Attend marketing and business-related events as necessary and/or required
    • Develop a masterful understanding of risk statistics and various other portfolio measurement tools to verify accuracy of investment strategies and benchmark performance
    • Develop a masterful understanding of global markets
    • Possess the ability to successfully discuss in-depth investment related questions
    • Lead, mentor and coach a team

    Qualifications:

    • A minimum of a bachelor's degree preferred in business-related field (accounting, finance, economics, risk management, data analytics, data science or mathematics)
    • CFP is a plus

    Required:
    7-10+ years portfolio management or investment-related experience


    • Strong knowledge of portfolio performance and rebalancing systems
    • Strong presentation skills in front of individuals and groups
    • Knowledge of Bloomberg and/or FactSet
    • Series 65 license is required and must remain in good standing
    • Assume an active role with community board(s)

    Competencies:

    • Experience with and/or knowledge of behavioral finance
    • Extensive experience in serving families of wealth including cash flow analysis, income protection, and asset protection
    • Deep understanding of asset allocation and how markets work
    • Ability to build trust and relationships with clients and their families
    • Ability to manage multiple tasks with acute attention to detail while working autonomously
    • Ability to consistently deliver results in a timely manner
    • Understanding and ability to articulate the value proposition for all five Sendero business lines
    • Ability to simplify complex topics
    • Ability to listen and ask probing questions
    • Intellectually curious, team player with a desire to make a difference
    • The personal qualities of honesty, loyalty, humility, diligence, attention to detail, and analytical orientation
    How Your Work Impacts the Organization:


    As a Senior Financial Analyst, your passion, expertise, and commitment to long-standing relationships will attract new clients while serving and retaining existing clients.


    Beginning Your Sendero Career:


    Sendero has built a reputation as one of Central Texas and South Texas most trusted names in wealth management and financial services.

    We provide our team members opportunities to work in an exciting, fast-paced environment with competitive salaries, flexible work arrangements, and access to robust benefits packages.

    Join our friendly, family-focused team in San Antonio as we celebrate 15 years of serving the families, businesses and foundations of South and Central Texas.

    Sendero is an equal opportunity employer


    Job Type:
    Full-time


    Pay:
    $120, $150,000.00 per year


    Benefits:

    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Professional development assistance
    • Tuition reimbursement
    • Vision insurance

    Experience level:

    • 7 years

    Schedule:

    • Monday to Friday

    Experience:

    Investment-Related: 7 years (Required)


    Portfolio Performance and Rebalancing:
    7 years (Required)

    Work Location:
    Hybrid remote in San Antonio, TX 78209

    Financial Services, Asset Management, Wealth Management, Investment Management, Personal Finance

    #J-18808-Ljbffr
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