Associate, Portfolio & Wealth Advisory

BBR Partners is seeking a Portfolio and Wealth Advisory Associate to provide client hospitality and advice. The role involves analysis, client presentations, reporting, and collaboration. The ideal candidate is passionate about alternative investments and financial markets, with a focus on client literacy and exceptional service. This position offers competitive base salary and the opportunity for growth.

Requirements

• Conduct analysis and execute projects for client portfolios
• Generate and edit presentations for clients and marketing materials
• Prepare reports for internal meetings
• Maintain data integrity across multiple systems
• Collaborate with senior team members to resolve client issues
• Attend client meetings and provide thoughtful suggestions

Benefits

• Opportunity to collaborate with accomplished colleagues
• Competitive base salary and incentive compensation
• Company subsidized health, dental and vision insurance
• 401K plan
• Life insurance
• Short & long-term disability coverage
• Medical and dependent care savings
• Wellness offerings
• Pre-tax transit and parking programs
• HSA and flexible spending programs
• Personalized development and career opportunities
• Flexible time off and paid parental leave
• Hybrid work environment
• New office space with perks