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Finance Associate - NYC

Consultative Search Group

Finance Associate - NYC

New York, NY
Full Time
Paid
  • Responsibilities

    Global Investment Management Firm seeks energetic, detail-oriented, customer-focused diverse candidates with a strong ability to multi-task and work under pressure in a fast-paced atmosphere who are looking to progress in the world of FINANCE!!

    This is an exciting and challenging opportunity to partner and learn about different elements of client services including portfolio analytics, asset allocation, Trust & Estate planning, and essential planning for high net-worth clients.

    Associates will:

    - Provide service and support for clients that include, but are not limited to portfolio analysis, account creation, client and potential client meeting preparation, account maintenance

    - Interact with clients to help with all elements of service related to the management of their relationship.

    - Collaborate with team members to accomplish the goal of providing top tier service.

    - Interact and network with senior professionals throughout the firm to fuel career success.

    Training Program

    Associates will participate in the firm's comprehensive and rigorous financial training program which embodies several areas of finance and enables Associates to build a strong foundation of knowledge along with qualitative and quantitative skills necessary to achieve success as an investment professional.

    Bachelors Degree; 1-2yrs experience or recent college graduate with relevant internships; Strong analytical and communication skills (written/verbal) and ability to build strong networks; Proficiency in Word and Excel are required.

    *People of color, women, and LGBTQ people are encouraged to apply. The Firm policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.