Private Client Associate
San Diego, San Fran and LA
Asset Manager seeks Associate to work as part of a team with several Financial Advisors. Degree from a highly competitive university and industry experience required. Required: analytical, written/oral communication, organizational, computer. Responsible for all aspects of client servicing, which involves: heavy client interaction and problem solving for high net worth prospects, clients and intermediaries. Provide functions such as, portfolio analysis, research, account creation, maintenance and reconciliation, special projects, preparation of marketing/prospecting presentations. Series 7 preferred.
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PERFORMANCE SPECIALIST
Los Angeles
Individual will be a senior member of the systems and data management team. The individual will require a good understanding of performance measurement techniques and be able to demonstrate a detailed knowledge of the Global Investment Performance Standards.
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