Associate Advisor

About the Firm

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents. At AlTi, performance excellence is the baseline. We steward families, fiduciaries, and institutions through creation, transition, and evolution, helping clients align ambition with assets, bring structure to complexity, and plan with purpose across generations.

We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital. Our culture is the foundation of our success, fostering tighter teams, integrated advice, longer tenures, and better outcomes. As a growing global firm with offices in 19 major financial centers, we seek talented individuals to expand our team.

Responsibilities

• Day-to-day delivery of Wealth Management services under the supervision of senior client team members
• Partner with the Firm’s internal Client Service Team to ensure requests are processed accurately and timely
• Create customized client presentations including portfolio performance and analysis, planning recommendations, and cash flow management
• Develop investment portfolio allocations, Investment Policy Statements, and trading decisions reflecting firm investment themes and individual client goals in collaboration with teammates
• Communicate with clients and outside advisors
• Maintain, create, and analyze performance reports
• Execute investment decisions
• Conduct client wealth forecasting
• Assist in the onboarding of new clients
• Provide business development support

Qualifications

• Bachelor’s Degree in economics, business, or related areas
• One to three years of related experience and/or a combination of education, experience, and training
• Ability to work within a team environment while also being a self-starter
• Excellent written and verbal communication skills
• Superior analytical skills
• Ability to prioritize, be exceptionally organized, and demonstrate extreme attention to detail
• Ability to multi-task and manage work across a wide range of clients and advisors
• High proficiency with Microsoft Excel, PowerPoint, and Word
• Ability to learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship management
• Experience communicating with and presenting to clients preferred

Professional Development

Opportunities for professional development and education are available.