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Asset & Wealth Management Analyst, Multi-Asset Solutions, Blue Edge Advisors
2 weeks ago
About Blue Edge Advisors:
Blue Edge Advisors is dedicated to providing comprehensive wealth management services tailored to meet the individual needs of our clients. As part of our Multi-Asset Solutions (MAS) team, we design and implement strategies that combine multiple asset classes to optimize portfolio performance and meet the diverse investment objectives of our clients. Our client base includes high-net-worth individuals, family offices, and institutions.
Your Role:
We are looking for an enthusiastic and detail-oriented entry-level Asset & Wealth Management Analyst to join our Multi-Asset Solutions team. This role is ideal for recent graduates who are passionate about financial markets and eager to gain hands-on experience in asset management and client services.
Responsibilities:
Assist in the design and construction of multi-asset class portfolios, focusing on strategic asset allocation and investment vehicle selection.
Support senior portfolio managers in the oversight and performance evaluation of client portfolios.
Help develop and maintain client relationships by understanding client investment needs and proposing appropriate portfolio solutions.
Assist in creating investment-related materials for client and prospect presentations, and respond to client Request for Proposals (RFPs).
Participate in client training sessions to discuss portfolio construction, asset allocation approaches, and market insights.
Collaborate with various teams to identify and drive business opportunities within the firm.
Qualifications:
Recent graduate with a degree in Finance, Economics, Business Administration, or related field.
Strong interest in financial markets and investment management.
Excellent analytical and quantitative skills, with attention to detail.
Ability to effectively communicate complex ideas to a diverse audience.
Highly organized and capable of managing multiple tasks in a dynamic environment.
Team player with a client-focused mentality.
Proficiency in Microsoft Office, especially Excel; familiarity with investment analysis software is a plus.
Development Opportunities:
Gain comprehensive training in multi-asset class investing directly from experienced professionals in the field.
Opportunity to work closely with seasoned portfolio managers and client relationship teams.
Exposure to real-world financial scenarios and decision-making processes.
Potential to progress within the firm based on performance and business needs.
Join Us:
At Blue Edge Advisors, we nurture talent and foster a collaborative environment where all team members can grow and excel. If you are a driven individual looking to kickstart your career to asset and wealth management, we encourage you to apply
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