In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels.
Designing and preparing client financial reports and exhibits for client meetings
Collecting, compiling, and analyzing raw data from multiple sources to produce accurate financial summaries
Contributing to strategic thinking on client team by identifying and elevating strategic planning issues and opportunities
Identifying and researching client issues under supervision of team leader
Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.)
Researching financial planning topics to enhance firm’s knowledge management resources
The successful candidate will have strong math, computer, and analytical skills. S/he will be highly organized, attentive to details, and able to handle multiple projects simultaneously. S/he also will be able to work independently and on teams, and will demonstrate initiative in becoming familiar with client needs and advancing his/her technical financial planning knowledge and skills.
A bachelor’s degree in accounting, finance, mathematics or related field is strongly preferred.
Ballentine Partners, LLC, a globally-recognized wealth management and investment advisory firm, was one of the pioneers in the field of objective, conflict-free wealth management advice for extremely wealthy families. Our clients rely on us to be their most trusted counselor and to manage all aspects of their complex financial situations. If you are looking for a career that asks you to combine ...both technical rigor and exceptional emotional intelligence, we would like to speak with you.
Our team of over 70 is headquartered in the Boston suburbs but we serve clients across the United States and Europe. We are particularly known for our thought leadership in the field and our fluency in helping clients navigate the complex interactions among family, emotion, and wealth.
We are known as a wonderful place to work. Our compensation philosophy and matrix team structure foster a collegial rather than territorial atmosphere. We are small and nimble enough that the right candidate will have the potential to grow into a significant leadership role. We are unusual in the financial field in that we believe our employees’ having a balanced life makes them better at their work.