- Manage financial planning, portfolio performance, and trading tools
- Work effectively in a team environment
- Prepare client portfolio reviews and reports
- Compile, review and analyze monthly composite performance numbers for each portfolio type
- Monitor portfolio, fund and security performance
- Perform all trading functions
- Prepare daily trade report for new money & securities received in client accounts
- Performance reporting on a monthly and ad hoc basis
- Ability to multi-task and prioritize in a fast-paced, system-oriented environment
- Security research and due diligence
- Assist advisors in preparation of recommendations and proposals as needed
- Other duties as assigned
- Bachelor's degree in finance or related degree (preferred)
- Investment and Trading Experience: OMS, block trading, bond trading, equity and options trading
- Proficient in Excel, Word, PowerPoint, and Outlook
- Experience with Fidelity, Tamarac/Envestnet trading platforms, eMoney, and Vanilla Estate Planning systems desired
- Series 7 and 66 licenses (preferred)
- Fluent in Spanish (preferred)
- Coverage on the first day of employment for medical, dental, and vision insurance
- 401k Matching Plan
- Paid Parental Leave
- Student Loan Assistance
- Pet Insurance
- Flexible PTO Plan
- Hybrid Model Work Schedule (80% in the office)
- Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
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Financial Analyst - Houston, United States - HighTower Advisors
Description
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., the firm operates as a registered investment advisor (RIA).
Your Future Team
Hightower Texasis a firm of seasoned and experienced cross-generational wealth advisors, established in 1994. Our teams provide high-touch, comprehensive investment and financial planning to clients, built on an unconflicted model. Our advisors recognize our clients' desire to preserve wealth across generations; to grow their investments and grow their businesses; to maintain privacy and confidentiality to help them preserve their legacies and pursue their goals.
What You'll Do
This candidate must have the ability to communicate effectively with the internal management team, our investment advisors, and the client. The right candidate is detail-oriented, analytical and has 3+ years of investment industry experience.
What You'll Bring
What We Offer
AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon 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.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
