Featured Career: Advisor
A Personal Commitment to Client Success
Our Private Client Financial Advisors are dedicated to understanding their clients’ specific needs and guiding them as they make strategic investment decisions to meet those needs. As one of our trusted Financial Advisors, you will partner closely with a client’s other professional advisors, such as tax attorneys and accountants, to plan for transferring wealth, charitable giving and a wide variety of business agreements. As an Advisor, you are the conduit for bringing our best thinking to our clients.
We seek seasoned professionals with more than 10 years of experience and a proven track record of building successful, trusted relationships with clients and third parties. Financial experience is not required, and many of our most successful Advisors have come from other fields, including accounting, law, consulting, pharmaceuticals and commercial real estate.
We continually hone the knowledge and skills of our Financial Advisors. As a successful candidate, you will first complete an intensive training program that introduces you to our unique approach and that has proven successful for more than four decades. As you begin working with clients, you will be supported by a dedicated and knowledgeable team that will partner with you to support your clients and their needs.
Featured Career: Analyst
A Passion for Research and Bold Ideas
Our firm is recognized for research that the financial industry relies on. Our institutional research is consistently ranked high in terms of overall quality, industry knowledge, detailed financial analysis and originality. Are you ready to take up the challenge and responsibility of continuing this tradition of excellence?
Across the firm, Research Analysts are constantly working to learn more and use that knowledge to the benefit of our clients. We cover the full spectrum of investment and research categories: fundamental and quantitative, economic analysis, equities (across market capitalizations and styles), alternative investments, and fixed income (taxable and municipal, across all developed and emerging markets).
You need a passion for research coupled with strong quantitative skills. We also look for the ability to be relentlessly ingenious, digging ever deeper to uncover insights within data and use those insights in a way that results in investment success for our clients.
Ours is a team environment where your talent and hard work will be applauded and rewarded. Our most successful Analysts come to us with an outstanding record of academic achievement, having earned an MBA or comparable degree, and five or more years of success in finance, marketing or strategy. Some positions also require additional or specialized experience.