Private Wealth Analyst Jobs

Strong relationship management, networking and business development skills and a holistic view of the client

Bachelor's degree, or equivalent work experience

Eight or more years of experience interacting with High and Ultra High Net Worth clients

Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services

Well-developed analytical and problem-solving skills

Excellent presentation, interpersonal, verbal and written communication skills

2024 Summer Internship – U.S. Global Wealth Management Account Analyst, Private Client Group

You’ll excel as a Global Wealth Management (GWM), Private Client Group Account Analyst if you:

Have a strong interest in the financial markets, macroeconomics, and investment finance

Possess the ability to develop client relationships into strategic partnerships and have an interest in a client facing career within Finance

Have taken coursework related to finance/capital markets (recommended)

Join us for a variety of cross-divisional education, networking & social events!

Knowledge of financial planning and wealth management.

Understands and communicates emerging market trends in wealth management.

Proficiency in office software and sales management software.

Knowledge of Bank products, services and capabilities is preferred.

Technical proficiency gained through education and/or business experience.

Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager.

Assume additional responsibilities as requested by management.

Mentor Wealth Management teammates, and position as the “go-to” person for complex planning questions.

J.D. or CPA, will consider CFP® certification as a substitute if candidate demonstrates a strong proficiency of estate and tax law

7+ years of experience in financial planning.

Strong communication and relationship skills. Must be a team player.

Strong written, verbal, problem-solving, and analytical skills.

Experience in financial industry and/or business management desired. Knowledge related to Wealth Management strongly preferred

Outstanding time management skills and sound judgment

Administrative Assistance to senior level of International Wealth Management team

Meeting Logistics: Coordinate senior management meetings, occasional town halls and other forums

Travel and Expense Management: Arrange business travel, book travel arrangements and prepare expense reports

Administrative Assistant - Private Wealth Management

Five to eight years of experience in administrative and support staff activities

Strong reading, writing and mathematical skills

Ability to manage multiple tasks/projects and deadlines simultaneously

Advanced administrative, secretarial and clerical skills

Excellent verbal and written communication and grammatical skills

Proficient computer skills, especially Microsoft Office applications

Excellent organisation and planning skills with the ability to prioritize and manage own workload to meet tight deadlines.

The incumbent of this position is prohibited from undertaking investment management or providing investment advice.

Support the audit processes of the firm’s private wealth offerings, particularly the Fund and CIT.

Excellent communication skills, both written and verbal.

Strong analytical skills and excellent attention to detail.

Professional working knowledge of MS Office, with emphasis on PowerPoint and Excel dexterity.

Strong organizational and project management skills and detail orientation.

Strong quantitative, writing, analytical and problem-solving skills.

Team player, with excellent communication and interpersonal skills.

Strong ability to multi-task, with an ability to manage multiple projects with different deadlines.

Prior private equity or private credit investing, capital markets, investment banking or investor relations experience is an asset.

Advanced facility with Excel, Word and PowerPoint.

Strong financial planning knowledge in regards to retirement, cash flows, decision making, and goals-based planning

Strong presentation skills in one-on-one and group meetings

Ability & experience in understanding clients' financial situations and personal circumstances

Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding

Work with advisors to develop business opportunities with new and existing clients

Collaborate on the development and presentation of GBA and Advice materials to guide client and advisor decision making

Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies

A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience

Behavioral training geared toward the development of communication, leadership, and other professional skills

People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships

Individuals who have a bachelor's degree with excellence in academics and strong leadership experience

Requires established network with strong relationship management, networking, and business development skills

Bachelor's degree, or equivalent work experience

Eight or more years of experience interacting with High and Ultra High Net Worth clients

Experience profiling clients and formulating customized strategies to address their needs

Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication

Demonstrated success in specific client segments or verticals with developed strategic partnerships

Strong time management and organizational skills.

Bachelor's degree with 3 to 5 years of experience in the financial services industry, alternative sales experience preferred.

Strong knowledge of macroeconomics, assets allocation, fixed income, equity and alternative markets

Excellent communication and presentation skills.

Interpersonal skills with proven ability to build effective relationships.

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.

Exceptional interpersonal, communication, analytical and problem-solving skills

Excellent organizational skills and ability to multitask

After you confirm your application, we will review it to determine whether you meet certain required qualifications.

Genuine interest in financial markets and macro-level economic trends

Desire to ultimately work with external clients in a relationship building and sales capacity

Ability to thrive in a fast-paced, collaborative environment

5+ years previous work experience as an external wholesaler

Exceptional written and verbal communication skills

Thorough knowledge of CIM investments and competitive environment

QUALIFICATIONS Or “what We Look For”

Bachelor’s Degree in related field required

Series 7 and 63 licenses required

Work with internal Blackstone teams on the full scope of product development, including the buildout of operations, technology, marketing and finance

Strong communication and presentation skills

Strong analytical and problem-solving skills

Partner with senior leaders across Private Wealth Solutions and Blackstone’s investment businesses to create bespoke products designed for private wealth clients

Conduct research on product structures, regulatory developments and competitor fund launches to help identify scale opportunities

Support multiple strategic initiatives and numerous firm-wide and cross-business projects

Do you want the prestige of working with a boutique, private wealth management firm?

Construct and manage investment portfolios

Industry experience and ready to go independent

Strong interpersonal and communication (oral, written, presentation) skills

Are you currently located in the Orlando, Florida area?

Are you ready to take the next step in your career and build something that you own?

Build relationships with key stakeholders both internally and externally to define needs, enable new capabilities and deliver holistic solutions

Excellent organization, communication and interpersonal skills

Research white space opportunities for business growth and expansion internationally, including new geographic markets and new business channels

Thoroughly analyze and evaluate internal business plans for strategic planning, working with a cross-functional team to identify risks and opportunities

Identify procedural gaps in existing workflows and work to drive operational enhancement with optimization, automation, system improvements and data where possible

Bachelor’s degree with outstanding record of academic achievement

Build relationships with key stakeholders both internally and externally to define needs, enable new capabilities and deliver holistic solutions

Excellent communication and interpersonal skills

Experience executing complex strategic and operational initiatives

Exceptional problem-solving skills, with the ability to make strategic recommendations

Experience conducting quantitative and qualitative analysis

Research white space opportunities for business growth and expansion internationally, including new geographic markets and new business channels

Exceptional organizational skills with diligent and methodical approach to complicated tasks

Strong interpersonal skills, verbal and written communication 

Partner with Business Development and Investor Relations teams to assist in product development and fundraising efforts across the U.S.

Maintain and update detailed internal CRM system to log all client and prospect-related activity on a daily basis

Maintain a high-level of client service by answering inbound inquiries and working with the operations team to resolve specific account issues

Leverage third-party databases and research to establish and execute on territory plans

15+ years experience in portfolio management, personal tax, wealth management, financial planning

Well developed relationship management skills to make persuasive recommendations to and serve the needs of sophisticated clients

Sound operations, regulatory and risk management knowledge

Ensure appropriate operational and compliance risk controls are implemented and managed in accordance with requirements.

Comprehensive knowledge of investment and wealth advisory products and services

Strong financial analysis skills sufficient to provide expert advice on complex, unique and high value relationships