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Financial Analyst (1049-247)
Hoffman Estates, IL
Hoffman Estates, IL-based independent wealth management firm is seeking a
Financial Analyst to join their team. The Financial Analyst position is the
primary technical support role for the firmís clients and Financial Advisors.
The primary function of the Financial Analyst is to analyze client portfolios
and prepare analysis using a wide range of specialized software applications.
These activities will drive insights, recommendations, and the implementation
of wealth strategies.
Analysis of client portfolios and investment strategies
Analysis of investment performance related to client portfolios and investment
Preparation of client reports and portfolio assessments
Participation in the firmís Investment Policy Committee (IPC) meetings
Integration of macro IPC themes into portfolio models and trading protocols
Monitor client portfolios and maintain exception reporting functions
Execute all Move Money activities; transfers, contributions, distributions,
Occasional client contact in coordination with Operations Specialists
Support compliance requirements associated with portfolio and cash management
Previous financial services industry experience required; preferably in an
analyst and/or operational function
FINRA Series 65 license preferred
Exceptional organization and communication skills
Strong computer literacy, including proficiency in Microsoft Office and the
ability to learn specialized software applications
Exceptional analytic skills and an aptitude for problem solving
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