Responsibilities
- Gain exposure to a variety of investment strategies and wealth management solutions.
- Support investment research and analysis across asset classes, investment strategies, managers, funds, and individual securities.
- Assist with reviewing client portfolios, asset allocations, investment objectives, risk profiles, and performance.
- Help prepare investment reports, portfolio analyses, and materials for internal and client meetings.
- Conduct market and economic research to support the team’s investment decision making.
- Collaborate with Investment Analysts and Wealth Advisors on portfolio related assignments and special projects.
- Work with team leadership to identify opportunities to improve investment processes and operating efficiencies.
- Build relationships with peers and team members at all levels of the organization.
- Participate in team building exercises, community outreach activities, and continuous learning and leadership development workshops.
People Management/Relationships
- Take initiative to be a team player (seeks out opportunities to help others)
- Treat everyone with respect
- Develop loyalty and trust with the team
- Successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members
- Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Required Skills
- Excellent organization skills and strong attention to detail
- Multi-tasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills
- Strong analytical and interpersonal skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Education, Experience and Certifications
- Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Management and/or related field
- Minimum GPA of 3.0
- Desire to pursue a career within wealth management
- Excellent communication and analytical skills required
- Strong technical skills with the ability to problem-solve in a fast-paced environment
Essential Functions
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:
Skills Required
- Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Management, or a related field
- Minimum GPA of 3.0
- Desire to pursue a career within wealth management
- Excellent organization skills and strong attention to detail
- Ability to prioritize and manage multiple tasks
- Excellent verbal and written communication skills
- Strong analytical and interpersonal skills
- Ability to work autonomously under tight deadlines and multiple priorities
- Strong technical and problem-solving skills in a fast-paced environment
- Ability to work outside normal business hours and weekends as needed
- Ability to travel to local and non-local clients; overnight travel may be required
- Ability to lift and carry up to 20 pounds
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What We Do
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it. We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com. Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa). Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
