Wealth Management Analyst

Principal Objective

Clarendon Private's Analyst position is designed for highly motivated students or early-career professionals seeking to build a career in wealth management and investment solutions. The analyst role combines client relationship skills, technical investment expertise, and operational support in a fast-paced environment, offering strong growth potential within the firm.

Key Accountabilities

• Gain exposure to the full scope of wealth management, including investments, private banking, and trust & estate planning
• Support wealth advisors by preparing pitch books, meeting materials, and customized financial strategies
• Manage client inquiries, follow up on communications, and prepare presentations
• Coordinates meetings and events, books room/facility, sends notices, manages attendance, provides follow-up
• Log client, prospect and external interactions using customer relationship management tools
• Collaborate with bankers and lenders, branch managers, and centers of influence to promote Clarendon Private and attract new clients and serve existing ones
• Work with investment specialists to research, analyze, and develop global investment strategies for clients
• Assist in constructing investment portfolios, conducting market research, and contributing to product development
• Keep abreast of the latest events in the financial markets
• Ensure compliance with all applicable rules, regulations and procedures necessary to reduce risk and uphold ethical standards

Program Structure & Benefits

• Clarendon Private Analyst Program: Three-year program with ongoing training
• Development Journey: Learn from experienced advisors and investment specialists; gain cross-functional exposure
• Career Path: Many analysts are promoted to Associate roles after the program
• Culture: Collaborative, inclusive, and client-focused, with opportunities to work on innovative financial strategies and high-value client relationships

Qualifications

• Bachelor's Degree required; strong academic record
• Series 65 license required; Unlicensed candidates may be considered but must obtain licenses within 90 days

Skills & Knowledge

• Strong quantitative and analytical abilities
• Excellent communication, presentation, and interpersonal skills
• Highly organized with exceptional attention to detail, accuracy and follow-through
• Genuine interest in financial markets, macroeconomics, and investing
• Discretion and judgment when handling confidential client information
• Advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Ability to self-direct, analyze and evaluate and form independent judgments
• Must work well in a collaborative team environment