HUB International

Wealth Management Analyst

HUB International

full-time

Posted on:

Location Type: Hybrid

Location: Bethesda • Maryland • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $33 - $44 per hour

About the role

  • Provide technical support to advisors and other team members
  • Conduct monthly/quarterly/ad hoc practice wide data manipulation
  • Identify problem areas and summarize for advisor
  • Assist with asset allocation decisions, portfolio construction, and rebalancing strategies
  • Look for ways to continually improve our procedures
  • Manage documentation of investment reporting and processes, paying close attention to compliance protocols
  • Conduct research and provide investment screening in advance of firm’s Investment Committee meetings
  • Analyze mutual funds and ETF’s for inclusion in model portfolio
  • Maintain mutual fund and ETF recommended lists
  • Maintain up-to-date information on model portfolios performance
  • Assist Director of Investments in rebalancing client portfolios (brokerage accounts, retirement accounts, annuities, 529s, variable life insurance accounts, etc.) based on advisor’s criteria using appropriate tools
  • In depth and frequent spreadsheet project workload & data manipulation
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
  • Other projects and responsibilities as assigned by Manager

Requirements

  • Bachelor’s Degree from an accredited college or university in Finance or related field preferred
  • CFA candidate a plus or desire to become CFA
  • Minimum 3 years of experience in investment management and/or financial advisory services with good understanding of all basic investment concepts and theories, including statistics
  • Willingness to learn
  • Knowledge of mutual fund, stock, bond, insurance, and annuity products
  • Proficiency in Math and strong analytical skills
  • Strong spreadsheet skills
  • Self-starter, good follow-through skills, and strong attention to detail
  • Excellent verbal, written, analytical, and organizational skills
  • Ability to interact with people across all levels of the business
  • Knowledge of third-party asset management systems, including portfolio and investment software (i.e. iRebal, Orion, Eclipse, Refinitiv)
  • Proficiency with computer programs, including MS Excel and Word
  • Prior experience working with independent RIA or wire houses
Benefits
  • Medical, Dental, Vision and Prescription Drug Coverage
  • Health Plan Reimbursement Program
  • Health Savings Account (HSA)
  • 401(k) Savings Plan
  • Employee Assistance Program (EAP)
  • Comprehensive Wellness Program
  • Flexible Spending Accounts (FSAs)
  • Life and Disability Plans
  • Long-Term Care
  • Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
  • Low-Cost Loan Program and Student Loan Resources
  • Vacation, Holiday, Sick, and Personal Time Off
  • Comprehensive Onboarding
  • Continuing Education
  • Flexible Work Arrangements
  • Dress for Your Day
  • Dress-Code Culture & Belonging
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data manipulationasset allocationportfolio constructionrebalancing strategiesinvestment screeningmutual funds analysisETF analysisstatistical analysisspreadsheet proficiencyfinancial analysis
Soft Skills
attention to detailanalytical skillsorganizational skillsverbal communicationwritten communicationinterpersonal skillsself-starterfollow-throughwillingness to learnproblem-solving
Certifications
Bachelor’s Degree in FinanceCFA candidate