Financial Analyst

Financial Analyst

Prominent Wealth Management firm is seeking a Financial Analyst.

Job Description/Responsibilities


Providing analytical and operation support to Advisors.


  • Prepare accurate and deliver timely reoccurring monthly reports, ad hoc reports and portfolio reviews to Advisors
  • Perform wealth management tasks to include portfolio risk and allocation analysis, trading, modeling,k research, cash flow and statement analysis, financial planning, direct deal analysis, performance monitoring, market and economic analysis, and ad hoc analysis
  • Maintain detailed knowledge of each client portfolio (including outside investments and operating companies) and proactively elevate information to Advisors
  • Review and manage client data in close relationship with reporting team and outside service providers
  • Partner internally with Advisors and Relationship Managers to ensure proper account maintenance and orderly on boarding of new clients
  • Maintain knowledge of, and proactively provide updates to Advisors on, all client portfolio investments
  • Manage compliance approval process for external materials

Job Qualifications/Skills


  • Bachelor’s degree in Finance or Economics preferred
  • 2 years of financial industry experience at a broker/dealer, bank or RIA
  • Highly proficient in Excel and Power Point, Addepar or other performance reporting tools
  • Highly effective written and verbal communication
  • Provide proactive service in coordination with Advisors and Relationship Managers

Additional Information

Submit Resume + Salary History to:  Krystal Parker at (reference job #5346)

Share this opportunity

Apply for this Job and Submit Resume

Back to Opportunities Page

Horn Solutions
281.207.7702 Houston | 469.609.0005 DFW | 512.609.0924 Austin
Connect with us: