**Job Summary** :

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

**Essential Duties and Responsibilities**

• Serves as relationship manager for a subset of existing clients, at discretion of lead Financial Advisors.

• Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.

• Coordinates efforts to gather data to assist Financia...