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Supports wealth planning teams by preparing client financial reports, evaluating data from multiple sources, researching client issues, and performing analyses such as estate flow diagrams, cash flow forecasting, and financial planning research. The role requires strong organization, communication, discretion, attention to detail, and the ability to prioritize tasks while working with sophisticated clients and senior stakeholders.

The Senior Investment Advisor independently develops and delivers investment strategies for complex client engagements, assessing goals, objectives, and risk tolerance. Responsibilities include client discovery and presentations, portfolio strategy, review of rebalancing and tax-loss harvesting plans, compliance oversight, mentoring junior staff, and contributing to investment-group leadership. The role requires strong investment, portfolio management, quantitative, communication, and problem-solving skills, along with the ability to work independently and advise sophisticated clients.

Lead investment strategy and portfolio management for clients, collaborate with senior advisors, finalize Investment Policy Statements, mentor analysts, provide client-facing investment advice, and contribute to investment group leadership and day-to-day portfolio oversight.

Support Senior Investment Advisors with portfolio construction, trade planning, tax-loss harvesting, IPS drafting, client transitions, performance reporting, and client communications. Monitor positions, cash flows, trades, and asset transfers while working with custodians and managers and preparing client-ready materials.

Support sourcing, research, due diligence, and financial analysis for private market investments (private equity, private credit, real assets). Maintain manager databases, prepare investment committee materials, coordinate transaction execution with operations and service providers, and support portfolio management and partner relationships.