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Senior Investment Advisor Associate

Company: Virtus Investment Partners
Location: Los Angeles
Posted on: January 16, 2022

Job Description:

Our Los Angeles based affiliate, Kayne Anderson Rudnick is seeking a Senior Investment Advisor Associate.
Century City-based wealth and investment management firm with over $50 billion in assets under management is seeking an exceptional individual to join our Wealth Advisory Group as Senior Investment Advisor Associate.
The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors.
Responsibilities:

  • Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA'S, business managers, attorney's).
  • Act as project lead or participate extensively in department or firm level projects.
  • Open new accounts and monitor progress.
  • Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and preparing tax analysis reports.
  • Execute asset allocation changes based on Advisor recommendation and monitor progress.
  • Schedule Advisor-Client meetings and prepare portfolio review book materials.
  • Attend in house or off site meetings or events as requested by Advisor.
  • Maintain and update client files, CRM and other portfolio data, as needed.
  • Collaborate with management to improve practices and procedures.Qualifications:
    • Undergraduate degree
    • Series 7 preferred
    • 5 + years client service working with high net worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities.
    • Fundamental knowledge of equity and fixed income markets and alternative asset classes
    • Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations.
    • Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments.
    • Commitment to, and demonstrated history of, providing the best service levels to clients as well as to internal constituents.Virtus Investment Partners is an Equal Opportunity Employer.

Keywords: Virtus Investment Partners, Los Angeles , Senior Investment Advisor Associate, Other , Los Angeles, California

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