Client Advisory Analyst
Founded in 2001, Avalon Advisors, LLC (“Avalon”) is a Houston-based independent registered investment adviser offering investment management and financial advice for individuals, families and institutions. We currently manage approximately $7 billion, are a registered investment adviser under the Investment Advisers Act of 1940 and are locally controlled and owned by employees and outside investors.
The primary function of this role is to provide general analytical support to a Client Advisory Team. The candidate will be a recent college graduate willing to learn all aspects of the investment advisory business, specifically as it pertains to wealth management. The right candidate will have a willingness to learn and get involved in all team functions. The position has a two-year mandate and will be evaluated at the end of that period.
Physical requirements/working conditions
Must possess mobility to work in a standard office setting and to use standard office equipment, including a computer, stamina to maintain attention to detail despite interruptions, vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the phone.
We offer exceptional benefits to our employees. Our commitment to your success is enhanced by our competitive salary depending on experience and an excellent benefits package. We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Please email your résumé to firstname.lastname@example.org. No direct phone calls please.