Phyton Talent Advisors · 1 day ago
Financial Advisory Analyst or Associate
New York, NY
Full-time
Hybrid
Entry, Mid, Senior Level
$90K/yr - $200K/yr
1+ years expPhyton Talent Advisors is a fast-growing, mid-sized investment firm seeking multiple Financial Advisory Analysts and Associates to support strategic wealth management activities for ultra-high-net-worth clients. The role involves conducting financial analysis, developing customized investment strategies, and collaborating with various advisors to deliver comprehensive wealth management solutions.
AccountingComplianceConsultingHuman ResourcesRecruitingStaffing Agency
Hiring Manager
Michael Bernstein
Responsibilities
Conduct detailed financial analysis across public and private markets, including portfolio performance, asset allocation reviews, and risk assessments
Support the development of customized investment strategies aligned with client objectives, liquidity needs, tax considerations, and long-term family governance priorities
Assist in due diligence for private equity, real estate, alternatives, and direct investment opportunities
Prepare comprehensive reports, investment memos, and quarterly portfolio reviews for internal committees and client presentations
Maintain financial models, performance dashboards, and analytical tools to support data-driven decision-making
Monitor global markets, macroeconomic trends, and relevant regulatory developments impacting UHNW clients
Collaborate with tax advisors, estate planners, legal counsel, and external asset managers to ensure coordinated delivery of holistic wealth management
Uphold strict confidentiality and demonstrate sound judgment in handling highly sensitive financial and personal information
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or related field
1–8 years of experience in wealth management, investment banking, asset management, or family office environment
Strong financial modeling, valuation, and quantitative analysis skills
Excellent written and verbal communication, with the ability to explain complex concepts clearly
High integrity, discretion, and a client-service mindset tailored to UHNW families
Preferred
Progress toward CFA, CAIA, or CFP
Benefits
Excellent benefits
Significant bonus potential
Company
Phyton Talent Advisors
Phyton Talent Advisors, formerly Linium Resources, provides top-tier talent for the world's most competitive industries.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Costa
Managing Partner
Michael J. Ivie, PRM, PMP, MBA
Managing Partner, Head of Financial Services Consulting
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