Allocation Analyst jobs in Eau Claire, WI

Description

Join the Orgel Wealth Management Team

Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations. 

Orgel Wealth Management is seeking a Financial Analyst who supports our efforts to provide exceptional service to our clients and who demonstrates the ability to problem solve and communicate effectively in a variety of circumstances.

Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

• Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
• Nationwide Reach – Currently, our team serves clients in 43 states with more than $7.1 billion in assets under management (as of December, 2023).
• Experienced Team – Our credentialed team of 28 investment professionals (9 CFA® charterholders, 10 CFP® certificants) and 8 professionals with tax or legal backgrounds is supported by client service, operations, and technology specialists.
• Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations to come.
• Rapid Growth – Since becoming an SEC-registered investment advisor in 2013, our assets under management have more than doubled and we have grown from 23 employees and 1 office to 78 employees and 3 offices.

Position Summary

The Financial Analyst supports Orgel Wealth Management’s wealth management team and plays a significant role in the ongoing service of clients. The Financial Analyst primarily will be responsible for collecting and analyzing financial information, preparing custom client-facing performance reports and investment portfolio analyses, and maintaining knowledge of Orgel Wealth Management’s portfolio strategies. The ideal candidate will have a background and relevant experience in finance, economics, and investment analysis. The Financial Analyst works collaboratively as part of a team and must exhibit strong organizational and interpersonal skills, a commitment to serving clients with excellence, and the ability to operate with a high level of independence and accountability.

Requirements

Principal Duties and Responsibilities

• Conduct in-depth analyses of investment portfolios, financial products, and investment opportunities and assist with the development of reports designed to communicate analysis and recommendations to clients
• Prepare custom performance reports for clients, ensuring portfolio themes are clearly communicated and all data is timely, compliant, and accurate 
• Perform in-depth research across a variety of substantive areas to assist with responses to client questions and provide recommendations, as appropriate 
• Compose written internal and client-facing communications, including presentations, recommendations, and analyses 
• Partner with Senior Relationship Managers and our in-house Research Team to develop innovative ways to communicate information to clients in a timely and impactful manner 
• Assist with the creation of internal and client communications designed to provide information on current portfolio positioning, investment themes, and topical economic and market events
• Leverage quantitative analytical skills to evaluate and model various investment products and investment strategies  
• Simplify complicated concepts in order to help clients understand our asset management process

Additional Skills Required

The Financial Analyst must be able to:

• Manage time effectively, set priorities, and meet deadlines
• Maintain the highest level of confidentiality with respect to client and firm information
• Understand and adhere to all firm policies and procedures
• Demonstrate professionalism in personal presentation, communication, and all interactions with clients and employees
• Exercise high levels of integrity
• Communicate effectively orally and in writing 
• Function well in a team environment by maintaining a positive, collaborative approach
• Work independently with the ability to self-motivate
• Leverage technology, including the Microsoft Office Suite, Practifi (Salesforce), Tamarac, Morningstar, Bloomberg, and other software applications as necessary

Education and Experience Requirements

Required:

• BA or BS degree from an accredited college or university
• Education or experience related to finance, investments, and data analysis
• 3 or more years of investment-related financial industry experience
• Progress toward the Chartered Financial Analyst (CFA) or similar designation
• Selected candidates will be expected to successfully complete the Series 65 Uniform Investment Adviser Law Exam, or approved alternative designation that satisfies regulatory requirements, within six months of starting employment

Acknowledgement

This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason. The achievement of any professional degree, designation, certification, or license should not be construed as a guarantee that a certain level of results or satisfaction will be experienced if Orgel Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.