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.

 

 

Role Summary/Purpose

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.

 

 

Essential Responsibilities

  • Working with the Relationship Manager and Client Advisor to assess analytics of client portfolios
  • Working with the Client Advisory Assistant on administrative duties, including opening new accounts, money movements and other client needs
  • Preparing presentations for client meetings

 

 

Useful Skills

  • An understanding of portfolio metrics and analytics (i.e. understanding Sharpe / Duration / etc.)
  • Knowledge of capital markets and different investment instruments (i.e. bonds / stocks)
  • Understanding of fundamental finance and accounting concepts
  • Ability to prioritize and perform multiple tasks
  • Willing to step into any project and be a team player
  • Strong analytical skills
  • Interpersonal communication
  • Ability to interact with clients
  • Salesforce experience is a plus
  • FactSet experience is a plus

 

 

Qualifications/Requirements

  • Recent graduate, Bachelor’s Degree in Finance, Economics, Engineering
  • Must be able to undergo a background check and fingerprinting
  • Must have excellent verbal and written communication skills
  • Proactive, positive attitude, able to identify issues and offer solutions
  • Ability to work in a team environment

 

 

Personal Specifications

  • Uncompromising integrity
  • Collaborative team player
  • Dedicated to excellence and the ability to maintain high levels of personal accountability
  • Ingenuity and capacity for independence and self-motivation
  • Strong work ethic, deadline-focused, and positive attitude

 

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.

 

 

Benefits:

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.

 

 

To Apply:

Please email your résumé to hr@avalonadvisors.com. No direct phone calls please.

 

 

2929 Allen Parkway, Suite 3000, Houston, TX 77019 | 713.238.2050

755 E Mulberry Avenue, Suite 105, San Antonio, TX 78212 | 210.694.4329

©2018 Avalon Advisors, LLC | All Rights Reserved