Wealth Management Analyst – Potential for Hybrid Work
Join our Stevie Award Winning Team at HUB International!
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
We currently have an opportunity for a Wealth Management Analyst to join our Retirement and Private Wealth team in our Bethesda, MD office.
The selected individual will be responsible for preparing client reviews and providing administrative support to the advisors to ensure our clients experience outstanding service. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.
Job Responsibilities:
- Provide technical support to advisors and other team members
- 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 ETFs for inclusion in model portfolio
- Maintain mutual fund and ETF recommended lists
- Assist Director of Investments in rebalancing client portfolios based on advisor’s criteria using appropriate tools
- 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
Qualifications:
- 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
- Willingness to learn
- Knowledge of mutual fund, stock, bond, insurance, and annuity products
- Proficiency in Math and strong analytical 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
What We Offer You:
At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth.
Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:
- Medical, Dental, Vision and Prescription Drug Coverage
- 401(k) Savings Plan
- Flexible Spending Accounts (FSAs)
- Vacation, Holiday, Sick, and Personal Time Off
- Continuing Education
- Flexible Work Arrangements
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