Associate - Investment Advisory
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:
What you bring to the table:
For consideration, please send your resume to Mariam Manukyan at firstname.lastname@example.org. Thanks!
Job Reference #: a0C0Z00000l5YwQUAU