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Hightower Advisors · 8 hours ago

Financial Analyst - Bel Air Investment Advisors

Los Angeles, CA

Full-time

Hybrid

New Grad, Entry Level

$70K/yr - $75K/yr

HighTower Advisors is a wealth management firm that provides investment management and advisory services to affluent clients. The Financial Analyst will support teams with client presentations, financial modeling, and portfolio management, while collaborating closely with advisors and operations teams.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Construct financial models, preparing standard presentation materials, and producing customized analysis/presentations for complicated account structures

Understand, research, and provide information to Advisors regarding prospects and clients' current portfolio structure and investments

Create and produce multi-manager performance reports

Research and provide information about products such as mutual funds, separate accounts, and alternative investments

Reallocate client portfolios and working with operations and product teams to reflect advisor decisions in client portfolios

Gain knowledge and understanding of processes and operational procedures related to client investing

Create and updating marketing materials for us (e.g., proprietary strategies, multi-manager, stock market balance sheet, index returns page, pitch-book materials)

Construct risk-reward analyses, running Monte Carlo simulations, and performing manager performance analyses on Morningstar Direct

Complete projects as assigned (e.g., research manager returns, committee support, staff meeting support, etc.)

Achieve knowledge and understanding of the markets and investment strategies offered at our practice

Understand principles, practices, and regulatory requirements of our practice

Qualification

Financial modelingPortfolio analysisMonte Carlo simulationsExcel proficiencyPowerPoint proficiencyJudgmentCommunication skillsTeam player

Required

High degree of personal integrity and high personal work ethic, coupled with the ability to earn and inspire respect and confidence among peers, team members, and senior management

Strong written and oral communication skills

Aggressiveness in meeting commitments; results driven

Good judgment and discretion working with confidential information

Ability to work in a fast-paced work environment and navigate organizational structures with sensitivity and finesse. Comfortable working without a lot of direction

Demonstrate a strong interest in the financial markets, have a working knowledge of the investment world, and be a highly motivated team player

Bachelor's degree (B. A.) from a four-year College or University

Strong technical skills using Excel, PowerPoint, and the Microsoft Office Suite

Benefits

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 (3 days in the office)

Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

Company

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008