Sentinel Portfolio Analyst

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Full Time Professional Berwyn, PA, US

5 days ago Requisition

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Sequoia Sentinel, the Family Office division of Sequoia Financial Group, is excited to announce exceptional career opportunities for Financial Advisors and Asset Management professionals to join our team. Specializing in serving ultra-high-net-worth families with $25M+ in assets, Sequoia Sentinel offers a boutique, multi-generational wealth management experience, providing a highly personalized approach to wealth preservation, growth, and legacy planning.

As part of our growing team, you will have the opportunity to work with some of the most successful and sophisticated families in the world, delivering comprehensive financial solutions that address complex needs across investments, estate planning, tax strategies, and more. Our team is dedicated to offering a holistic service experience, combining deep experience with a client-first approach that fosters long-term relationships and trust.

Our advisors understand their clients’ evolving needs, helping them to safeguard their legacy beyond finances.

We are looking for passionate, client-focused professionals who are eager to take on the unique challenges and rewards of serving high-net-worth and ultra-high-net-worth families. With offices across the United States, no matter where you are based, joining Sequoia Sentinel means becoming part of a collaborative, high-caliber team committed to excellence and making a meaningful impact on the financial futures of families for generations to come.

We seek a detailed, motivated, and experienced strategist to join our Sentinel team, servicing our Family Wealth and Family Office clients. This individual should have in-depth knowledge of financial markets, investment solutions and family office clients with intricate ownership structures. This role will join our Sentinel advisors in prospecting; client engagements aligning investment strategy with client goals and communicates portfolio decisions clearly and proactively.

• Support advisors in proposal creation for UHNW clients, conducting an analysis of the prospects current investments and producing a recommended allocation and transition plan.
• Assisting advisors in prospect and client meeting, providing support on investment reviews and address any investment related questions.
• Ongoing engagement with Sequoia Investment Research to maintain a deep understanding of investment solutions and ongoing investment management activity.
• Track contributions, withdrawals, capital calls, and distributions while maintaining accurate liquidity needs within the client's portfolio.
• Continuously monitor portfolio allocations for drift relative to IPS guidelines, identifying variances from target ranges and recommending rebalancing when appropriate.
• Oversee portfolio transition to Sentinel target asset allocations, factoring in tax impact, liquidity windows and clients…