TIG Advisors, LLC · 1 day ago
Associate Advisor
Dallas, TX
Full-time
Hybrid
Senior Level
5+ years expAlTi Tiedemann Global is a NASDAQ listed global wealth and investment advisory firm. They are seeking an Associate Advisor to work directly with senior team members to counsel clients on discretionary investment management and wealth planning, providing financial analyses, creating presentations, and communicating directly with clients.
Financial Services
Responsibilities
Day-to-day delivery of Wealth Management services under the supervision of senior client team members
Direct communication with clients and their outside advisors
Partner with the Firm’s internal Client Service Team to ensure requests are processed and handled accurately and timely
Customized client presentations which include portfolio performance and analysis, planning recommendations, and cash flow management
Development of investment portfolio allocations, Investment Policy Statements, and trading decisions which reflect firm investment themes as well as individual client goals in collaboration with teammates
Maintenance, creation, and analysis of performance reports
Execution of investment decisions
Client wealth forecasting
Onboarding of new clients
Business development support
Opportunities for professional development and education
Qualification
Required
Bachelor's degree in economics, business, or related areas
Minimum of five years of direct experience, including investment-related responsibilities
Ability to work within a team environment, while also being a self-starter
Excellent written and verbal communication skills
Superior analytical skills
Ability to prioritize, be exceptionally organized, and have extreme attention to detail
Ability to multi-task and manage work across a wide range of clients and advisors
High proficiency with Microsoft Excel, PowerPoint, and Word
Ability to learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship management
Preferred
Experience communicating with and presenting to clients
Company
TIG Advisors, LLC
TIG Advisors is a subsidiary of AlTi Tiedemann Global.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
Kudu Investment Management
2018-10-31Private Equity
Leadership Team
Barbara Warga
Chief Operating Officer
Mike Fastert
Chief Operating Officer/Chief Legal Officer
Recent News
London Stock Exchange
2025-10-23
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