Reference Number: HRJ6953
Location: Dallas, Texas

Judson Group has partnered with a successful financial advisory firm in the search for a Wealth Management Financial Analyst. This individual will provide services in the areas of gift and estate tax planning, investment analysis and family office support to the Firm’s clients.

Responsibilities:

• Responsible for reviewing client financial reporting data, analyze performance and financial statements, and participate in the client financial reporting process
• Work with CIO, COO and research group on investment/manager due diligence and performance cash flow analysis
• Review client wills, trusts, estate documents, and business formation documents
• Review client tax returns and perform various tax research (income, estate, gift, trust)

Requirements:

• Bachelor’s degree in Finance or Accounting
• CFP, CFA, CPA, JD a plus
• 3+ years of experience in the capital markets, wealth management or family office setting
• Experience with CRM, financial planning software, and portfolio accounting software
• Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Compensation & Benefits:
Competitive compensation and benefits package.

Location:
Dallas, Texas

Reference Number: HRJ6953