BBR Partners · 14 hours ago
Associate, Portfolio & Wealth Advisory
New York, NY, San Francisco, CA or Chicago, IL
Full-time
Hybrid
Entry Level
$85K/yr - $100K/yr
1+ years expBBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. The role involves conducting analysis and executing projects for client portfolios, collaborating with senior team members, and maintaining data integrity across multiple systems.
BankingFinancial Services
Responsibilities
Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning
Generate and edit presentations for existing clients and marketing presentations for prospects
Prepare reporting for internal meetings relating to clients, prospects, and investment managers
Maintain data integrity across multiple systems
Collaborate with senior team members to resolve complex client requests or issues
Attend and participate in client meetings, offering thoughtful suggestions and solutions
Qualification
Required
1 or more years professional or relatable experience ideally in Asset or Wealth Management
Undergraduate degree and a strong academic track record
Proficiency in MS Office Suite, especially Excel
High degree of intellectual curiosity
Excellent communication and time allocation skills: adept at managing expectations
Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team
Comfortable being wrong: seeks to learn from mistakes and takes accountability
Exhibits enthusiasm for professional development and personal growth
Demonstrates unquestioned ethics and credibility
Benefits
Company subsidized health, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure.
Hybrid work environment, “Work from Anywhere” weeks, and business casual dress.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.
Company
BBR Partners
BBR Partners is an investment banking company that provides wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett H. Barth
Co-Founder, Co-Chief Executive Officer & Member of Executive Committee and Investment Committee
Recent News
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