Utilize financial and investment analysis to determine the most effective financial planning solutions for clientsbased on their objectives

Develop written and graphical materials, including client-ready proposals and presentations

Collaborate and build effective relationships with the Principals, Analysts, Advisors, and Vendors

Continuously improve our external and internal deliverables, analysis methodologies, and operational processes

EXPERIENCE

1 - 10 years of experience in an investment analysis or finance-related role

High personal interest in investment analysis or financial planning with historical evidence and examples of yourpersonal dedication in these areas

Bachelors Degree

REQUIRED SKILLS

Superior analytical, interpersonal, and project management skills, including the ability to manage multiple projectssimultaneously

Ability to present and interact with teammates, vendors, and clients

Exceptional verbal and written communication skills

Experience with MS Office—Word, Excel and Outlook

Ability to manage time and prioritize tasks, including multiple priorities and demands

Exceptional attention to detail, and a commitment to excellence, thought leadership, and rigor in every aspect ofyour professional life

Intermediate-to-advanced Excel modeling skills and a strong academic and practical understanding of financialplanning and analysis

Please send your resume to careers@schechterwealth.com

Join our Team!

• Immediate exposure to many distinct areas of financial services – investments, insurance products, private equity,real estate, alternatives, and others – providing a strong foundation of industry working knowledge

• Direct involvement working (and learning) alongside principals and partners driving business

• Tailored avenues for career growth with merit-based recognition and reward incentive programs

ESSENTIAL JOB FUNCTIONS

W W W . S C H E C H T E R W E A L T H . C O M | 2 4 8 . 7 3 1 . 9 5 0 0 | B I R M I N G H A M , M I | N E W Y O R K , N Y | W E S T P A L M B E A C H , F L | L O S A N G E L E S , C A | B O S T O N , M A

Join our team of multi-disciplined professionals who help clients preserve, leverage and transfer their wealth. Recently named one of Crain's Cool Places to Work for in Metro Detroit…our core values create an incredible working environment that allows us to really live and deliver on those values.

O U R C O R E V A L U E S

Clients' Needs First! • Create a complete "WOW" experience for clients and our staff!

A Special Place To Be! • Cutting Edge Knowledge – we strive to be the experts.

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INVESTMENT ANALYSTDESCRIPTION

The Investment Analyst (“IA”) applies their analytical skills, financial planning acumen, and an understanding of our philosophy and methodology to the creation of client-ready proposals, financial planning analyses, and recommendations.

GAIN STRONGER & MORE DIVERSE INDUSTRY EXPERIENCE WORKING WITH HIGH NET WORTH CLIENTELE

I N V E S T M E N T A D V I S O R Y | A D V A N C E D L I F E I N S U R A N C E D E S I G N | P R I V A T E C A P I T A L