Description

THE OPPORTUNITY 

Greycourt is a leading investment advisory firm, primarily serving ultra-high net worth, multi-generational families and family offices. Recent growth has provided the opportunity to recruit a talented candidate to join the Associate Advisor (AA) group which is an integral part of the broader Advisory Team. This individual will be tasked with managing all aspects of client relationships, including performance analysis and commentary, portfolio design and investment recommendations, and execution of key deliverables. We are looking for a candidate to work in one of our four offices: Pittsburgh, PA - Portland, OR - Nashville, TN - San Antonio, TX.

JOB DESCRIPTION 

As an Associate Advisor, you will be positioned to work directly with some of the wealthiest families in the US and Canada and collaborate with best-in-class investment managers. We are looking for a candidate that is passionate about delivering exceptional client service and building their investment expertise. The ideal candidate will be adept at project management, highly motivated to serve and interact with clients, and possess a solid foundation of investment knowledge.  

The Associate Advisor will support all aspects of managing our client relationships including but not limited to preparing presentation materials, running asset allocation analyses, reviewing quarterly reports for completeness and accuracy. The Associate Advisor acts as a “quarterback” of each client relationship, interacting with all Greycourt teams to facilitate successful client engagements.  

Requirements

KNOWLEDGE & SKILL REQUIREMENTS 

Ability to manage and prioritize multiple tasks in a dynamic and time-sensitive environment; project management experience is a plus. 
Ability to effectively communicate with clients and Advisors, including portfolio performance drivers and capital market developments. 
Knowledge of investment strategies and portfolio theory and design. 
Proficiency in Excel and PowerPoint with a willingness to further proficiency via combination of self-learning.  
Bachelor’s degree in STEM, Business, Finance, Economics, Accounting, or similar degree is preferred. 
Progress towards, or willingness to obtain the CFA® designation. 
Minimum 5-years related experience.  
 

RESPONSIBILITIES / DUTIES 

Develop knowledge of client’s entire financial and family situation, including incorporating complex estate planning and trust factors in all aspects of portfolio management. 
Produce high quality presentations for use with clients, prospects, and internally to review portfolio results, strategy, and various ad hoc investment topics. 
Participation in client portfolio reviews and ad hoc meetings. 
Recommend portfolio changes based on current Greycourt thinking and demonstrate the effects of those changes of buy / sell recommendations, including related tax consequences.  
Portfolio design – using asset allocation and private markets waterfall models to recommend the appropriate long-term asset allocation policy for each client portfolio.  
Research and respond to client investment inquiries related to portfolio characteristics, performance, capital market developments, and investment managers. 
Ultimately manage 8-12 client relationships.  
Coordinate with other Greycourt teams (Performance, Administrative, Client Service, Manager Research, and Advisory) to ensure successful client engagements.   
Willing to work outside of normal work days/hours as needed. 
Periodic travel may be required.