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Robert Half International Associate - Massive Asset Manager in Foster City, California

Description

Our client is an independent, employee owned registered investment advisor with $9B in assets under management. They focus on the emotional quotient that fosters exceptional investment results and compounds on connection and collaboration with clients.

They are looking for exceptionally motivated professionals to join the Foster-City based team as an Associate.

This highly operational, yet analytical role will work to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company and in the UHNW industry. Duties and responsibilities include, but are not limited to:

  • Support the Partners and their team by providing operational functions such as:

o Money movement (i.e. wire and journals)

o Account creation and maintenance

o Ad hoc project management

o Portfolio performance updates

o Data management and analysis

  • Communicate with clients regarding transactions, such as asset transfers and account opening procedures

  • Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and the business

    Requirements

Key Requirements

  • 1-3 years of relevant work experience, ideally in wealth management or alternative investments

  • Deep curiosity about the financial markets

  • Exceptional organizational skills and attention to detail, ability to think critically and anticipate issues

  • Degree from a reputable university with a GPA minimum of 3.4. They will ask for transcripts.

For faster consideration, please view my Linkedin under Charles O'Brien and email me your resume.

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

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