Financial Analyst supporting financial statement forecasting at Surgery Partners. Collaborating across functions to optimize business performance and maintain financial projections.
About the role
- Investment Assessor focused on creating and managing sophisticated portfolios for high-net-worth clients. Requires strong analytical skills and experience in private client advisement.
Responsibilities
- Develop customized investment strategies for Private and Ultra High Net Worth clients.
- Conduct consultative client meetings with a focus on performance and long‑term client retention.
- Monitor economic and sector trends to anticipate market movements and adjust allocations.
- Ensure compliance with regulatory requirements and internal suitability policies.
- Collaborate with product, research, and compliance teams to deliver comprehensive solutions.
Requirements
- Bachelor’s degree in Economics, Business Administration, Engineering, or related fields;
- Current certification (CPA‑20, CEA, or CFP);
- Proven experience managing high‑net‑worth portfolios or working in the Private client segment;
- Strong analytical capacity, assertive communication skills, and an entrepreneurial mindset.
Benefits
- Not specified
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