Investment Associate

Checchi Capital Advisors, LLC is a rapidly growing wealth management firm with an innovative platform providing tax-efficient, transparent and globally diversified investments for select clients who share our values and objectives. CCA currently manages over $2.5B in AUM.

By fostering an inclusive environment and promoting professional development, we built a close-knit team that speaks 17 different languages and values collaboration and integrity. We are deeply committed to delivering superb client experience and consistent performance.

We are searching for a dynamic Investment Associate to join our operations team. This role is focused on providing high-touch client service, developing and maintaining client relationships, and building financial models for existing and prospective clients.

In addition, as an Investment Associate you will:

• Support business development by preparing plan proposals and presentations for prospective clients
• Build financial models to analyze and forecast cash flows, portfolio projections, tax implications, etc.
• Prepare for and present in client review meetings
• Maintain CRM records and document meeting notes
• Lead or participate in cross-functional projects to improve processes and deliver client solutions
• Collaborate with advisory, trading and engineering teams on ad hoc initiatives
• Support account opening, money movement and other operational items as needed

This role is for someone who has genuine interest in working for a growing firm and wants to dive deep into the world of wealth management and investments.

• 3+ years of experience in banking, accounting, asset management or financial services company; general understanding of global markets and macroeconomics
• Candidates will be required to pass an Excel test during the interview process
• Bachelor’s degree, preferably with a concentration in Accounting, Economics, Finance, Business Administration or a related field
• Computer Skills – expertise in Microsoft Office Suite; experience with CRM, Bloomberg, Barclays and other data providers preferred
• Attention to detail and exceptional organization. This position requires considerable coordination and follow-up. Being proactive and meticulous when it comes to processes is critical.
• Ability to multi-task, work effectively in a team environment, take ownership of dedicated tasks, and look for ways to make current processes more efficient
• Professional attitude and strong written and verbal communication skills, as you will be working predominantly with high-net-worth clients and prospects

At CCA, we carefully consider a wide range of factors when determining compensation. In accordance with CA law, we expect the base salary for this position to be in the range of $90,000 to $110,000, plus an annual team performance bonus. Actual salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors.

• Competitive salary and bonus structure
• Full medical coverage, including vision and dental
• 401k with company match
• Opportunity to work for an established financial services company in a fast-growing, start-up like collaborative environment with a supportive fun-loving team of experts
• Mentorship opportunities and ability to work directly with firm founders and leaders
• Beautiful office space in Beverly Hills