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Junior Financial Analyst - Deerfield, United States - HighTower Advisors
Description
Junior Financial Analyst - The Lerner Group500 Lake Cook Rd, Deerfield, IL 60015, USA
Job Description
Posted Tuesday, April 9, 2024 at 4:00 AM
Your Future Team
The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance. This approach strengthens communication, education, and wealth planning decisions throughout all generations.
The Role
We are seeking a successful
Junior Financial Analyst
who brings attention to detail, intellectual curiosity, and a growth mindset to this critical role. You will have strong communication skills, and a problem-solving mindset that excels in a fast-paced and evolving organization.
You are coachable, and have a willingness to learn our approach to portfolio administration, trade reconciliation and execution, and perform at a high level under variable workloads.
As a rapidly growing company, opportunities for internal growth and career development are plentiful.You will report to the Managing Director, Partner in charge of portfolio management. #LI-Hybrid
What You'll Do
Daily reconciliation of portfolio positioning, trade execution and cash management across all client portfolios
Implement investment and trades strategies for client accounts
Performance reporting on a monthly and ad hoc basis
Assist advisors in the preparation of client recommendations and proposals
Work with the trade team internally and at the custodial level to execute portfolio updates
Security research and due diligence
Work with other teams including Client Service, Compliance, Marketing, and Operations
Project-based initiatives related to process improvement and implementing new strategies
What You'll Bring
2 years' experience in Financial Services preferred
Series 7 and 66 licenses are a requirement
Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook)
Experience with Advent, Bloomberg, Black Diamond, Fidelity, and Salesforce desired
Analytical, organizational, and problem-solving skills·Team-oriented individual to support a growing advisory practice
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
401k Matching Plan
Student Loan Assistance
Pet Insurance
Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
Hightower Advisors – Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations.
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th.
rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).Our commitment to our culture is demonstrated every day through the Hightower Way.
By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence.
AN EQUAL OPPORTUNITY EMPLOYER:
Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
500 Lake Cook Rd, Deerfield, IL 60015, USA
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