Teams at RKL

The Wealth Analyst role involves delivering investment management and financial planning services, conducting research, analysis, and supporting portfolio management within a two-year development program.

Manage client investment portfolios and strategy, collaborate with advisory teams on financial planning, implement and monitor asset allocations, prepare client reports, conduct market research, ensure regulatory compliance, and support business growth through client relationships and community engagement.

Lead and manage transaction advisory engagements from planning through delivery, supervise and develop junior staff, maintain client relationships, drive business development, ensure projects meet budget/timelines, and present results to stakeholders.