Job Details

Associate Investment Consulting Services

Company name

Andersen Tax LLC

Organization Type


Job Type


Date Last Verified

Mar 19,2019

Valid Through

Jul 02,2019

Posted on

Jan 11,2019


Boston, MA, United States

Employment Type



Practice Area
Corporate >> Corporate - Investment Company Act
Apply for this job
Your Email:
Upload Resume:

55 hits


Associate - Investment Consulting Services
Serve as members of various client service teams and must possess strong technical knowledge of financial planning and transactions, including asset allocation, traditional and alternative investment instruments, and performance reporting and analysis. Work with a broad base of high net worth and ultra-high net worth clients and assist in identifying and addressing issues as they arise. Preparation of materials for use in client meetings including: strategic asset allocation, power-point agendas, performance reports, trade authorizations, cash flow analyses, and other materials as needed. Work directly with senior management on implementing investment strategies based on client’s individual financial and investment objectives. Conduct continuous research on various investment managers, products, strategies. Communicate with external financial money managers as needed. Actively follow and analyze market and economic conditions in order to apply trends and factors to client portfolios.

Qualification and Experience

Requirements: Bachelor’s degree in Accounting, Finance, Economics, or related degree and/or advanced degree in Accounting, Taxation, JD Degree or LLM; A minimum GPA of 3.0; Strong multitasking and organizational skills; Initiative to seek out opportunities in a fast-paced environment; Excellent communication skills, both written and verbal; Strong interpersonal skills; Ability to work under pressure; Proficient use of technology including MS Excel; and Ability to interact with and gain the respect of all levels of internal and client personnel.

Additional info

ID: 2019-2870

Company info

Hiring Coordinator
Andersen Tax LLC
125 High Street 16th Floor
Oliver Street Tower
Boston, MA 02110

Similar Jobs:

Compliance Director: US Investment Management Compliance Duties: Assist the Senior Director in managing Investment Compliance staff; plan, allocate, and monitor work to assure the attainment of department objectives. Maintain a p...
Associate General Counsel The candidate will be reporting directly to the General Counsel. Will be assisting with, and assuming responsibility for, various matters ranging from investment adviser compliance, reviewing and draftin...