Job Description:

Data teams across the firm embody a keen attention to detail and quantitative discipline, focusing on data analytics and business intelligence to ensure our firm effectively and efficiently manages all aspects of the data cycle.

Job Responsibilities:

Wealth Strategies Group specializes in the design and implementation of wealth protection and wealth transfer strategies for high net-worth clients.
Family Office provides sophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
Private Wealth Management provides investment-advisory, education, portfolio-management and trade-execution strategies. Analysts serve as key liaison between clients, investment and operations teams.
Counseling provides proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals. Analysts have extensive client interaction and prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance,

Job Requirements/Qualifications:

Team player with positive attitude and strong work ethic
Ability to adapt quickly to a variety of industries and businesses
Bachelor’s degree (2018 – June 2022)
Ability to work in a fast-paced environment
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
Strong ability to manage multiple projects with competing deadlines
Ability to effectively interact and build relationships with senior management and global stakeholders
Highly organized with exceptional attention to detail and follow-through
Strong communication skills (written and verbal)
0-3 years of prior work experience in a relevant field.
Ability to self-direct, analyze and evaluate and form independent judgments
Integrity, ethical standards and sound judgment
Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information