Russell Tobin · 5 days ago
Private Wealth Associate
New York, NY
Full-time
Hybrid
Senior Level
$115K/yr - $150K/yr
6+ years expRussell Tobin & Associates is seeking an experienced Private Wealth Associate to join their Financial Advisory team at a UHNW office in New York City. The role involves portfolio analysis, construction, and management of ultra-high net worth portfolios, with responsibilities including monitoring investment performance and preparing client reports.
ConsultingHuman ResourcesLegalStaffing Agency
Responsibilities
Prepare client balance sheets and support asset allocation and portfolio analysis
Monitor investment performance and produce accurate quarterly client reporting
Conduct ad hoc analyses supporting financial, estate, and planning needs
Assist with trust & estate planning and charitable giving analyses
Coordinate client tax data and documentation
Be involved in the direct investment process for clients, with increasing responsibility over time
Qualification
Required
6+ years of experience in financial services, private wealth, or investment advisory
Strong skillset in investment management, portfolio analysis, with expert investment acumen
Bachelor's degree with a strong academic foundation
Benefits
Competitive health and retirement benefits, including employer match.
Wellness, technology, and commuter stipends.
Support for professional development and certifications.
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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