Analyst, Finance & Banking, Financial Consultant

We are seeking a detail-oriented and analytical analyst to join a boutique wealth management firm. This role offers the opportunity to work closely with high-net-worth individuals, supporting portfolio management, investment analysis, and client relationship efforts in a fast-paced, client-focused environment.

• Analyze and monitor client portfolios, ensuring alignment with investment objectives and risk tolerance
• Build and maintain financial models using Excel to support investment decisions and portfolio strategy
• Conduct market research, performance analysis, and investment due diligence across asset classes
• Prepare client reports, presentations, and portfolio reviews with clear, data-driven insights
• Support advisors in managing relationships with high-net-worth clients, addressing inquiries and providing timely updates
• Assist in executing trades, rebalancing portfolios, and tracking investment performance
• Collaborate with internal teams to ensure seamless client service and operational efficiency
• Maintain accurate client records and documentation related to investments and accounts

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• 1–3 years of experience in wealth management, investment analysis, or financial services
• Strong proficiency in Excel (financial modeling, data analysis, pivot tables, etc.)
• Solid understanding of financial markets, asset classes, and portfolio management principles
• Experience working with high-net-worth individuals or client-facing environments preferred
• Excellent communication skills with the ability to explain complex financial concepts clearly
• Highly detail-oriented, organized, and able to manage multiple priorities

• Exposure to high-net-worth clients and sophisticated investment strategies
• Opportunity to work in a collaborative, boutique environment with direct mentorship
• Clear path for growth within wealth management and investment advisory