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Senior Financial Planning Analyst

Financial Planning Analyst

myCIO Career Opportunities

myCIO rewards its team members’ hard efforts with attractive salaries and top tier performance bonus and profit sharing plans.

We are looking for organized, energetic, smart and hardworking team members to join and participate in our unprecedented growth.

Email: julie.gibson@myciowp.com.

Senior Financial Planning Analyst

Position Overview:

Our Senior Financial Planning Analyst works directly with advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including daily account administration, investment proposal and performance review preparation, as well as assisting in preparing deliverables that cover all areas of Financial Planning.

Key Areas of Responsibility:

  • Compile monthly & quarterly reports on portfolio performance
  • Monitor and update client asset allocations
  • Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
  • Prepare and coordinate materials for client meetings
  • Compile quarterly tax projections
  • Preparation and/or review of select client income tax returns (Forms 1040, etc).
  • Review client estate plans and assist in developing wealth transfer strategies for clients
  • Assist with the timely completion and submission of all client related transaction requests
  • Coordinate client money movement and other financial transactions (wires, trades, etc)

Qualifications:

  • Two (2) to five (5) years of relevant experience (wealth management / financial planning experience preferred)
  • Completed or pursuing CFP®, CFA or similar designation (CPA, EA, etc)
  • Passed or pursuing Series 65 license examination
  • Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, or economics preferred
  • Experience working with various account custodians (Schwab or Fidelity preferred) Ability to speak to the markets, asset allocation, and basic estate and tax planning concepts.
  • Experience in drafting communications to clients, communicating with clients and/or other professionals working with clients
  • Excellent computer skills, especially Microsoft Excel
  • Experience with Tamarac, eMoney, Zephyr, Portfolio Center is desirable
  • Experience working with ultra high net worth (UHNW) clients with more than $25 million of investment assets is desirable
  • Reliable, follows through on commitments; a self-starter when it comes to new challenges
  • Must be organized, detail-oriented and able to manage and prioritize tasks
  • Able to work in a fast-paced, dynamic environment where no two days are the same
Financial Planning Analyst

Our Wealth Management and Planning Analyst works with Senior Analysts and Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including daily account administration, investment proposal and performance review preparation, as well as assisting in preparing deliverables that cover all areas of Financial Planning. The role will have a strong focus on administration of client relationships including account openings, alternative investment subscriptions, and various custodian-related paperwork.

  • Compile monthly & quarterly reports on portfolio performance
  • Monitor and update client asset allocations
  • Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
  • Prepare and coordinate materials for client meetings
  • Compile quarterly tax projections
  • Preparation and/or review of select client income tax returns (Forms 1040, etc)
  • Support the Partners and their team by providing operational functions such as:
    • Money movement (i.e. wire and journals)
    • Account creation and maintenance
    • Ad hoc project management
    • Portfolio performance updates
    • CRM database management

Qualifications:

  • 0 to 2 years of relevant experience
  • Completed or pursuing CFP®, CFA or similar designation
  • Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, or economics preferred
  • Strong interest in investment advisory and general financial planning services
  • Excellent written & verbal communications skills
  • Excellent computer skills, including Excel, Word, Power Point and Lotus Notes. Experience with Tamarac, eMoney, Zephyr, Portfolio Center desirable but not necessary
  • Reliable, follows through on commitments; a self-starter when it comes to new challenges
  • Must be organized, detail-oriented and able to manage and prioritize tasks
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment

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