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Associate / Senior Associate Analyst
2 weeks ago
Rothschild & Co is a prominent global financial services group with a rich history spanning over 200 years at the heart of the world's financial markets.
Our 4,200 skilled experts across 40+ countries offer a distinctive global perspective through four leading business divisions – Global Advisory, Wealth Management, Asset Management, and Five Arrows.
Rothschild & Co values diversity and different viewpoints, fostering an inclusive and supportive environment.
Wealth Management Division
- Objective long-term perspective on investing, structuring, and safeguarding assets
- Serving the world's wealthy families, entrepreneurs, foundations, and charities
The client team is seeking a new Analyst passionate about building a career in wealth management.
The Analyst will support Client Advisers in managing a large client base, prepare bespoke analysis, monitor portfolios, liaise with the investment team, and facilitate account openings.
- Pro-active monitoring and review of client portfolios
- Liaising with the investment team for recommendations
- Co-ordination of new account openings
- Collating data for senior team members
Key qualifications:
- Advanced Excel, PowerPoint, and Word skills
- Excellent written and verbal communication
- Strong organizational skills and ability to multitask under pressure
- Creative and solution-oriented mindset
- Interest in financial markets and investments
We strive for a balanced and inclusive work environment that supports professional growth and offers long-term opportunities for talent at Rothschild & Co.
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