Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with approximately $27B in AUM. We have more than 350 employees serving clients from 23 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Summary: The Investment Team provides centralized insight for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading, and capital markets assumptions (among other areas). Within Investments, the Trading Team is hiring for a dynamic Associate. Intellectual energy and rigor are “have to haves” for this role; previous trading, portfolio management or wealth management experience is a “nice to have.” As a key member of a relatively small but critical team, the role will provide immediate exposure to internal investment personnel, senior management, and to Advisors and their clients.
Essential Duties and Responsibilities:
- Learn and understand how to perform rebalancing, trading, and other portfolio management tasks, consistent with our investment models and our investment philosophy
- Develop expertise in our trading system, Tamarac, working in tandem with other Traders, Advisors, and the Investment Team to maintain portfolio exposures
- Serve as a resource to Advisors for anything trading-related
- Work with other functional areas (e.g., Client Services, Advisors, Technology) supporting client retention and growth
- Support portfolio management-related projects and research with Senior Traders and broader Investment Team members
Knowledge, Skills, and/or Abilities:
- Knowledge of Tamarac, Black Diamond, Orien or other analytical trading/portfolio management software a plus
- Continuously exhibits personal integrity and professional initiative
- Reliable, follows through on commitments, self-starter when it comes to new challenges
- Flexible team player who is highly adaptable to change and open to new ideas
- Advanced proficiency of Microsoft Office (including Excel)
- Strong interpersonal, writing, and analytical skills
- Excellent organizational and time management skills
- Strong attention to detail and accuracy
- Demonstrated leadership qualities in a team environment
- Collaborative, energized by the open exchange of ideas
- Highly motivated; strong desire to learn
- Ability to adapt quickly and appropriately within the constant evolution of the company and the industry
Education and/or Experience:
- 1-5 years of relevant/related experience
- Bachelor’s degree in finance or related field
Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. What We Offer NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $63,000 – $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer. Location Based out of one of Wealthspire’s offices. Wealthspire is committed to offering employees a hybrid work model. FARE2024 NAAIA2024
