Associate, Portfolio & Wealth Advisory

BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. The role involves conducting analysis and executing projects for client portfolios, collaborating with senior team members, and maintaining data integrity across multiple systems.

Responsibilities

• Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning
• Generate and edit presentations for existing clients and marketing presentations for prospects
• Prepare reporting for internal meetings relating to clients, prospects, and investment managers
• Maintain data integrity across multiple systems
• Collaborate with senior team members to resolve complex client requests or issues
• Attend and participate in client meetings, offering thoughtful suggestions and solutions

Skills

• 1 or more years professional or relatable experience ideally in Asset or Wealth Management
• Undergraduate degree and a strong academic track record
• Proficiency in MS Office Suite, especially Excel
• High degree of intellectual curiosity
• Excellent communication and time allocation skills: adept at managing expectations
• Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team
• Comfortable being wrong: seeks to learn from mistakes and takes accountability
• Exhibits enthusiasm for professional development and personal growth
• Demonstrates unquestioned ethics and credibility

Benefits

• Company subsidized health, dental and vision insurance for employee, partner, and dependents.
• 401K plan, Life insurance, and short & long-term disability coverage.
• One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
• Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure.
• Hybrid work environment, “Work from Anywhere” weeks, and business casual dress.
• New office space with a variety of perks and amenities including catered lunches and stocked pantry.

Company Overview