Financial Analyst - Bel Air Investment Advisors

Your Future Team

Bel Air Investment Advisors LLC, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform. The practice was founded in 1997, with offices based in Los Angeles built on a set of client-centric core beliefs which guide its practice.

What You'll Do

The Financial Analyst supports their teams with client/prospect presentation materials, reports, and more. The Financial Analyst (“analyst”) will report to the Manager, Advisory Support. The analyst will be assigned to a team or teams and have a close working relationship with all employees of the practice.

• Construct financial models, preparing standard presentation materials, and producing customized analysis/presentations for complicated account structures.
• Understand, research, and provide information to Advisors regarding prospects and clients' current portfolio structure and investments.
• Create and produce multi-manager performance reports.
• Research and provide information about products such as mutual funds, separate accounts, and alternative investments.
• Reallocate client portfolios and working with operations and product teams to reflect advisor decisions in client portfolios.
• Gain knowledge and understanding of processes and operational procedures related to client investing.
• Create and updating marketing materials for us (e.g., proprietary strategies, multi-manager, stock market balance sheet, index returns page, pitch-book materials).
• Construct risk-reward analyses, running Monte Carlo simulations, and performing manager performance analyses on Morningstar Direct.
• Complete projects as assigned (e.g., research manager returns, committee support, staff meeting support, etc.)
• Achieve knowledge and understanding of the markets and investment strategies offered at our practice.
• Understand principles, practices, and regulatory requirements of our practice.

What You'll Bring

• High degree of personal integrity and high personal work ethic, coupled with the ability to earn and inspire respect and confidence among peers, team members, and senior management.
• Strong written and oral communication skills.
• Aggressiveness in meeting commitments; results driven.
• Good judgment and discretion working with confidential information.
• Ability to work in a fast-paced work environment and navigate organizational structures with sensitivity and finesse. Comfortable working without a lot of direction.
• Demonstrate a strong interest in the financial markets, have a working knowledge of the investment world, and be a highly motivated team player
• Bachelor's degree (B. A.) from a four-year College or University.
• Strong technical skills using Excel, PowerPoint, and the Microsoft Office Suite.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible PTO Plan
• Hybrid Model Work Schedule (3 days in the office)
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• Annual base salary of $70,000-$75,000 based on qualifications and experience

Hightower's Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.