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Investment Analyst - Pasadena, United States - DirectedLINK
Description
Title:
Investment Analyst/Financial Planning Analyst
Location:
Pasadena, CA (Onsite)
Salary:
$85,000 - $100,000 + Performance and Firm Bonus
Other:
Dental, Health, Retirement (401K) benefits included.
Industry:
Investment Advisory for Hight Net Worth (NHW) & High Taxable Income (HTI) Clients
Company Overview:
Our client is a Family Office Registered Investment Advisor (RIA) serving (HNW) and (HTI) clients and with offices in Pasadena and Costa Mesa.
Role:
The Investment Analyst will report to the Chief Investment Officer, managing firm trading and portfolio management, client engagement, operational support, and investment research.
Responsibilities:
Trader/Portfolio Management:
Execute trades across the firm, primarily ETFs, Mutual Fund models, T-Bills, and money market funds.
Rebalance client portfolios quarterly or as directed by the Chief Investment Officer.
Utilize iRebal or similar systems for trading client model portfolios.
Client Management:
Respond to client inquiries, providing market updates, account performance information, and implementing service requests.
Assist clients in maintaining financial planning goals and update plans with changes in circumstances.
Track client progress towards completion of RMD requirements and proactively communicate with clients.
Record and input meeting notes and next actions into company CRM during client meetings.
Operations:
Oversee the Orion database for internal information, client performance reporting, and maintaining compliance.
Provide backup support for sending quarterly investment reports to clients.
Assist Chief Compliance Officer in responding to data requests.
Provide backup support for preparing client documents needed at custodian using DocuSign.
Assist with money transfer tasks for clients and review custodial alerts.
Support team with quarterly billing process.
Research and Analysis Reporting:
Conduct financial market research to maintain understanding of current economic events.
Perform research in investments, income tax planning, estate planning, and financial markets.
Prepare reports for client meetings and provide analysis of client performance.
Recommend new investment offerings and evaluate specific investment opportunities.
Requirements:
Bachelor's degree or higher.
CFP current or actively pursuing enrollment in CFP Board certification program.
CFA designation, participating in the CFA program, or pursuing.
2+ years of relevant work experience.
Proficiency in using Excel for problem-solving and financial modeling.
Knowledge of documentation processes, actions, and procedures across client lifecycle
Preferred Qualifications:
Experience in client services with an interest in investments.
Familiarity with Orion, Morningstar, Advisor Engine, CRM systems.
Worked with institutional client service team at major custodians.
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