Wealth Analyst bei True North Advisors

True North Advisors is hiring for a Wealth Analyst position. True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. This is a full-time support role that reports to the Chief Investment Officer. While we prefer candidates to be based in the Dallas–Fort Worth area, there is flexibility for this role to be fully remote within the United States.

Primary Responsibilities include: 

• Providing internal operational support for the Wealth Management team in Fort Worth, including fulfilling client service requests, such as account set-up, account maintenance and money movement
• Handling client paperwork and reports, communicates with clients regarding deliverables, provides status updates of requests and solves client service problems.
• Maintaining current client data and activity records in the firms CRM, assists client with online access to custodial sites and client portals, communicates with third party advisors to fulfill client requests (e.g. CPAs and attorneys), and completes special projects, as requested
• Maintain Client Information in Tamarac Rebalancer & Advisor View databases
• Create and manage performance reporting templates in Advisor View
• Create/maintain any custom client spreadsheets, updates, reports, and presentations
• Serve as the primary contact point with custodians (Schwab, Fidelity, Alps, other hedge fund custodians etc.)
• Identifying and implementing process improvements when applicable 
• Help with creating meeting materials for clients and investment proposals for prospects
• Performing ad hoc analyses on various current or future investments, companies, accounts, or ideas
• Internal and client communication regarding investment strategies, performance, and operational issues 
• This position will be located in Fort Worth, Texas

Opportunity to Grow into Additional Responsibilities:  

• Building portfolio allocations in the rebalancer based on direction from the Investment Team 
• Monitor, rebalance and trade client portfolios to client target, including bulk trading as needed
• Overseeing daily operations within a Registered Investment Advisor, responsible for multiple asset classes including equities, fixed income, and alternatives
• Tax harvest positions as needed
• Providing strategic input to influence the direction of the trading team within the broad vision of the company 
• Opportunity to grow into potentially trading futures and options as needed
• Manage the transition and implementation of new client assets to assigned target

Education, Skills & Experience: 

• Bachelor’s Degree preferred 
• Timely completion of tasks and projects and ability to prioritize workload
• Ability to multitask and work independently with little oversight 
• Confident self-starter who thrives in entrepreneurial atmosphere and believes in team-approach to client service
• Outlook, PowerPoint, Word and Excel skills (strong proficiency)
• Ability to juggle multiple projects
• Ability to maintain extreme confidentiality when dealing with client matters
• Ability to exude the True North Values
• Must consent to and have favorable credit report and background check

Benefits & Perks:  

• Competitive Base and Bonus, based on successful execution of firm goals and individual performance metrics
• Generous PTO
• 401(k) with employer contribution
• Volunteer Days Off
• Medical, dental, vision, life and long-term disability coverage
• Employer contribution of $2,000/year into individual Health Savings Account (HSA), for employees enrolled in our medical plan
• Free Financial Planning services for employees and their spouses
• Fun and energetic work environment! You will be a big reason why this is true!

Background: 

True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity and the absence of conflicts of interest.  

We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Advisors work collaboratively with our Financial Planning team using every lens to create comprehensive wealth plans. We offer innovative planning to provide perspective, opportunity, and fulfillment in every area of our client’s lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. We exercise financial discipline, ensuring our client’s personal goals are met. 

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.