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| Job Category : | Business |
| Company Name: | Greycourt & Co., Inc. |
| Position Name: | Associate Investment Advisor/Sr. Associate Investment Advisor |
| Location : | Pittsburgh, PA 15203 |
| Job Description : | Job Title: Associate Advisor/Sr. Associate AdvisorLocation: Portland, OR or Pittsburgh, PANo phone calls pleaseABOUT GREYCOURT Greycourt is one of a very few independent advisory firms that operates under a true open architect model. In fact, we were one of the first to do it over 30 years ago and our investment process is unencumbered by conflicts of interest. Our guiding principle is to act in a way that is in the best interest of our clients. Full stop. No asterisk.At Greycourt, our approach is deliberate. We eschew model portfolios in favor of a customized approach befitting our unique clientele. Greycourt cultivates a highly academic and collaborative culture and the Associate Advisors (AA) regularly contribute to the intellectual capital of the firm.We work primarily with ultra-high net worth families and family offices. We believe in hiring, cultivating and promoting top talent and have focused on building a multi-generational firm serving generations of clients. Recent growth has afforded Greycourt the opportunity to add to the Advisory team of which the AA/Sr. AA is a key member. Greycourt is an equal opportunity employer and encourages applicants that contribute to both gender and cultural diversity.JOB DESCRIPTION This position is a rare opportunity to collaborate with some of the wealthiest families in the US and best in class investment managers. We are looking for a candidate that is equally passionate about delivering world-class client service as they are broadening their investment knowledge. The ideal candidate will excel in both project management and have a high level of investment expertise.KNOWLEDGE & SKILL REQUIREMENTSAbility to manage and prioritize multiple tasks in a time-sensitive environment; project management experience a plus.Ability to effectively communicate with clients and Advisors, including delivering portfolio performance, and economic and market trends.Knowledge of portfolio theory and construction.Understanding of investment strategy in all asset classes.Strong Excel skills required; PowerPoint skills with a willingness to further proficiency via combination of self-learning and company directed education.A bachelor’s degree in Business or Finance, Economics, Accounting, Mathematics, or any degree demonstrating the capacity for knowledge and skills. Graduate degree in related field a strong plus.Progress towards or willingness to obtain the CFA® designation is a strong plus.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 tax liability, using existing model.Asset Allocation Analysis- Using existing model(s) that incorporate Greycourt’s asset class risk and return assumptions and client specific tax and cash flow assumptions to show ultimate wealth effects on various portfolio allocations.Research client-directed investment managers, strategies, and topics.Serve as primary analytical support for between 10-12 client relationships.Act as a liaison between the AA group and Greycourt’s other departments (Performance, Administrative, Client Service, Manager Research, and Advisory) to ensure that tasks and responsibilities are appropriately allocated amongst departments and in a manner that supports efficiency, inter-group collaboration, and ultimately firm profitability.Able to work overtime as needed, particularly during the quarterly reporting cycle; occasional travel may be required.Job Type: Full-timePay: From $85,000.00 per yearBenefits:401(k)Dental insuranceFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offVision insurancePhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payCOVID-19 considerations:New employees are required to provide proof of their COVID-19 vaccination status or must have been approved for a medical or religious exemption.Ability to commute/relocate:Pittsburgh, PA 15203: Reliably commute or planning to relocate before starting work (Required)Education:Bachelor’s (Preferred)Experience:Financial services: 5 years (Required)Work Location: One location |
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