Job Description

Are you a driven and enthusiastic professional looking to progress your career in private banking and wealth management? Our client is a Los Angeles-based boutique investment advisory firm with over $9 billion in assets. In this role you will be working in a small, entrepreneurial team and have the opportunity to lead special projects and advance within the company. The day to day will involve coordinating with clients, managers and other involved parties, analyzing balance sheets and cash flow, as well as reviewing investment performance reports and overall client portfolio activity. The company offers benefits and supports a good work-life balance.

What you’ll do:
 

  • Coordinate with clients, investment managers, family offices, accountants, and attorneys, and trustees.
  • Work in small team to serve high net-worth individuals
  • Analyze and prepare client balance sheets, cash flow, and asset allocation
  • Review monthly consolidated investment performance report and reconcile discrepancies
  • Initiate/oversee all client portfolio activity (including communicating with operationsregarding opening and funding accounts, investment additions/withdrawals, transfers, etc.)
  • Assist in new business development
 
 
What you bring to the table:
  • Bachelor’s degree in Accounting, Finance, or a related field
  • 2-4 years of experience in wealth/investment management or private banking
  • Experience with investment, portfolio and asset management, and accounting systems
  • Ability to work in a small team and in an entrepreneurial environment
  • Self-starter, fast learner, effective communicator and presenter
  • Strong interest in capital markets and advisory

For consideration, please send your resume to Mariam Manukyan at mmanukyan@provenrecruiting.com. Thanks!

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Application Instructions

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