Our client - a Multifamily Office in San Francisco - is looking to add a strong and analytically minded finance professional to their Portfolio Management team. The client solely works with Ultra-High Net Worth Clients, so experience working with these types of clients will be imperative.
In the role, you will be responsible for:
- Asset Allocation Analysis and providing Investment recommendations
- Estate and Financial Planning
- Managing relationships and providing tailored investment analysis to Ultra-High Net Worth clients
- Prepare and rebalance client balance sheets
- Equities Trading, Options trading
Qualifications:
- Bachelors Degree in Business, Finance, Economics, or similar
- Experience working with Ultra-High Net worth investors is required
- Asset Allocation experience is required
- We are open to speaking with candidates ranging from 2-8 years of experience.