Senior Financial Analyst

Are you an analytical professional with a passion for working with Ultra-High Net Worth (UHNW) clients? Our client is seeking a Financial Advisory Analyst to join their relationship management team in New York City. About the Role: This critical role supports our clients by delivering tailored financial solutions, preparing detailed analyses, and driving exceptional client service. You’ll be part of a dynamic environment where investment management meets strategic innovation, supported by a high-performing team and collaborative culture. Key Responsibilities: Prepare comprehensive client balance sheets and asset allocation analyses. Monitor investment performance and produce accurate quarterly portfolio reports. Dive deep into portfolio construction, asset classes, macroeconomic trends, and investment products. Conduct ad hoc analyses for financial and estate planning needs. Assist in equity and options trading, with growing responsibility for execution. Coordinate client tax data and documentation. Gain exposure to private investments, client interactions, and family office operations. Who You Are: 2 years of relevant financial services or private wealth experience, with exposure to UHNW clients. Passionate about investment management and delivering exceptional client service. Strong academic credentials (bachelor’s degree required) with demonstrated cognitive ability. Analytical, detail-oriented, and proactive. What We Offer: Competitive base salary ($115K–$125K) plus a guaranteed minimum bonus (25%). Comprehensive benefits, including medical, dental, vision, and wellness programs. Matching 401(k), tuition reimbursement, and professional development support. Generous referral bonuses and a smart-casual dress code. Hybrid work environment with on-site presence in our NYC office.