Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Finance Associate

Consultative Search Group

Finance Associate

Boston, MA +8 locations
Full Time
Paid
  • Responsibilities

    A 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 enter the world of FINANCE!!

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

    Associates will:

    - Partner with Financial advisors to build their business, and 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

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

    - Collaborating 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

    In addition, associates will participate in the firms 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.

    The ideal candidate should have a bachelor’s degree with excellence in academics and strong leadership experience. Candidates should either have two years of experience or be a recent college graduate with relevant internships. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. 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.

  • Locations
    Los Angeles, CA • Washington, DC • Atlanta, GA • Chicago, IL • Boston, MA • Philadelphia, PA • Nashville, TN • Dallas, TX • Houston, TX