Checchi Capital · 8 hours ago
Investment Associate
Beverly Hills, CA
Full-time
Onsite
Mid Level
$90K/yr - $110K/yr
3+ years expChecchi Capital Advisors, LLC is a rapidly growing wealth management firm, and they are seeking a dynamic Investment Associate to join their operations team. This role focuses on providing high-touch client service, developing client relationships, and building financial models for clients.
Financial ServicesInformation Technology
Responsibilities
Support business development by preparing plan proposals and presentations for prospective clients
Build financial models to analyze and forecast cash flows, portfolio projections, tax implications, etc
Prepare for and present in client review meetings
Maintain CRM records and document meeting notes
Lead or participate in cross-functional projects to improve processes and deliver client solutions
Collaborate with advisory, trading and engineering teams on ad hoc initiatives
Support account opening, money movement and other operational items as needed
Qualification
Required
3+ years of experience in banking, accounting, asset management or financial services company; general understanding of global markets and macroeconomics
Candidates will be required to pass an Excel test during the interview process
Bachelor's degree, preferably with a concentration in Accounting, Economics, Finance, Business Administration or a related field
Computer Skills – expertise in Microsoft Office Suite; experience with CRM, Bloomberg, Barclays and other data providers preferred
Attention to detail and exceptional organization. This position requires considerable coordination and follow-up. Being proactive and meticulous when it comes to processes is critical
Ability to multi-task, work effectively in a team environment, take ownership of dedicated tasks, and look for ways to make current processes more efficient
Professional attitude and strong written and verbal communication skills, as you will be working predominantly with high-net-worth clients and prospects
Preferred
experience with CRM, Bloomberg, Barclays and other data providers preferred
Benefits
Full medical coverage, including vision and dental
401k with company match
Opportunity to work for an established financial services company in a fast-growing, start-up like collaborative environment with a supportive fun-loving team of experts
Mentorship opportunities and ability to work directly with firm founders and leaders
Beautiful office space in Beverly Hills
Company
Checchi Capital
Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for managing the family’s liquid assets.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Haiyang Zhang
Chief Operating Officer
Delia Mupita
Chief Compliance Officer and Director of Corporate Services
Company data provided by crunchbase