Senior Financial Analyst

San Antonio, TX, United States

Professional development assistance

Qualifications Candidates would have a proven background in finance, paired with an ability to communicate complex topics in a manner understood easily by most anyone

Required: 7-10+ years portfolio management or investment-related experience

Strong knowledge of portfolio performance and rebalancing systems

Strong presentation skills in front of individuals and groups

Knowledge of Bloomberg and/or FactSet

Series 65 license is required and must remain in good standing

Assume an active role with community board(s)

Experience with and/or knowledge of behavioral finance

Extensive experience in serving families of wealth including cash flow analysis, income protection, and asset protection

Deep understanding of asset allocation and how markets work

Ability to build trust and relationships with clients and their families

Ability to manage multiple tasks with acute attention to detail while working autonomously

Ability to consistently deliver results in a timely manner

Understanding and ability to articulate the value proposition for all five Sendero business lines

Ability to simplify complex topics

Ability to listen and ask probing questions

Intellectually curious, team player with a desire to make a difference

The personal qualities of honesty, loyalty, humility, diligence, attention to detail, and analytical orientation

Investment-Related: 7 years (Required)

Portfolio Performance and Rebalancing: 7 years (Required)

Responsibilities This role works collaboratively with our investment advisors, clients, and other staff members

The ideal candidate will partner with clients to understand their objectives and guide decisions to strategically meet their ultimate financial goals

This person will also coach, mentor, and leader

Build a relationship-based practice: fostering deep, trusted, and long-term relationships across generations to help families [SW1]navigate situations and decisions related to life stages and wealth transfer

Support 100-125clients, take a leadership role in 10-20 client relationships

Independently provide investment guidance, and implement strategies for clients

Own monthly financial modeling and database management responsibilities such as IPS targets and portfolio monitoring to proactively identify opportunities

Responsible for the rebalancing process, including error-free trading

Use own judgment and decision-making abilities to challenge conclusions and probe deeper to ensure the best decisions are made

Lead the Sendero Guidance Process with clients

Create asset allocation recommendations based on investment team’s asset allocation targets and clients’ needs

Collaborate with all areas of the firm ensuring client request and needs are executed in a timely manner

Have full control in the request for proposals process

Take a leadership role in firm projects

Attend prospect presentations and assist in the on-boarding of new clients process

Attend marketing and business-related events as necessary and/or required

Develop a masterful understanding of risk statistics and various other portfolio measurement tools to verify accuracy of investment strategies and benchmark performance

Develop a masterful understanding of global markets

Possess the ability to successfully discuss in-depth investment related questions

Lead, mentor and coach a team

Benefits Pay: $120,000.00 - $150,000.00 per year

401(k) matching

Dental insurance

Flexible schedule

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Professional development assistance

Tuition reimbursement

Vision insurance

JOB FUNCTION: Senior Financial Analyst

About Us: Sendero is an independent, majority employee-owned advisory firm. As one of the largest registered independent investment advisory firms in Central and South Texas we serve families and select institutions by developing tailored solutions and cultivating long-term relationships founded on our core values of trust, honor, respect, service, and... family. Our entrepreneurial spirit drives our desire to create better, more impactful ways to serve our clients through investment management, financial planning, and education services.

Position Summary: We seek a proven financial professional with deep understanding of the markets who is relationship-oriented to serve as a Senior Financial Analyst. This position helps our wealth management clients protect, preserve, and grow wealth responsibly. This role works collaboratively with our investment advisors, clients, and other staff members. The ideal candidate will partner with clients to understand their objectives and guide decisions to strategically meet their ultimate financial goals. As asset allocators we do not buy and sell individual stocks, we find strategies with a competitive advantage in each asset class. This person will need to strong understanding of the challenges families of wealth face. Candidates would have a proven background in finance, paired with an ability to communicate complex topics in a manner understood easily by most anyone. This person will also coach, mentor, and leader.

Job Duties:

• Build a relationship-based practice: fostering deep, trusted, and long-term relationships across generations to help families [SW1]navigate situations and decisions related to life stages and wealth transfer

• Support 100-125clients, take a leadership role in 10-20 client relationships

• Independently provide investment guidance, and implement strategies for clients

• Own monthly financial modeling and database management responsibilities such as IPS targets and portfolio monitoring to proactively identify opportunities

• Responsible for the rebalancing process, including error-free trading

• Use own judgment and decision-making abilities to challenge conclusions and probe deeper to ensure the best decisions are made

• Lead the Sendero Guidance Process with clients

• Create asset allocation recommendations based on investment team’s asset allocation targets and clients’ needs

• Collaborate with all areas of the firm ensuring client request and needs are executed in a timely manner

• Have full control in the request for proposals process

• Take a leadership role in firm projects

• Attend prospect presentations and assist in the on-boarding of new clients process

• Attend marketing and business-related events as necessary and/or required

• Develop a masterful understanding of risk statistics and various other portfolio measurement tools to verify accuracy of investment strategies and benchmark performance

• Develop a masterful understanding of global markets

• Possess the ability to successfully discuss in-depth investment related questions

• Lead, mentor and coach a team

Qualifications:

• A minimum of a bachelor’s degree preferred in business-related field (accounting, finance, economics, risk management, data analytics, data science or mathematics)

• CFP is a plus

• Required: 7-10+ years portfolio management or investment-related experience

• Strong knowledge of portfolio performance and rebalancing systems

• Strong presentation skills in front of individuals and groups

• Knowledge of Bloomberg and/or FactSet

• Series 65 license is required and must remain in good standing

• Assume an active role with community board(s)

Competencies:

• Experience with and/or knowledge of behavioral finance

• Extensive experience in serving families of wealth including cash flow analysis, income protection, and asset protection

• Deep understanding of asset allocation and how markets work

• Ability to build trust and relationships with clients and their families

• Ability to manage multiple tasks with acute attention to detail while working autonomously

• Ability to consistently deliver results in a timely manner

• Understanding and ability to articulate the value proposition for all five Sendero business lines

• Ability to simplify complex topics

• Ability to listen and ask probing questions

• Intellectually curious, team player with a desire to make a difference

• The personal qualities of honesty, loyalty, humility, diligence, attention to detail, and analytical orientation

How Your Work Impacts the Organization:

As a Senior Financial Analyst, your passion, expertise, and commitment to long-standing relationships will attract new clients while serving and retaining existing clients.

Beginning Your Sendero Career:

Sendero has built a reputation as one of Central Texas and South Texas most trusted names in wealth management and financial services. We provide our team members opportunities to work in an exciting, fast-paced environment with competitive salaries, flexible work arrangements, and access to robust benefits packages. Join our friendly, family-focused team in San Antonio as we celebrate 15 years of serving the families, businesses and foundations of South and Central Texas. Sendero is an equal opportunity employer

Job Type: Full-time

Pay: $120,000.00 - $150,000.00 per year

Benefits:

• 401(k) matching

• Dental insurance

• Flexible schedule

• Flexible spending account

• Health insurance

• Health savings account

• Life insurance

• Paid time off

• Professional development assistance

• Tuition reimbursement

• Vision insurance

Experience level:

• 7 years

Schedule:

• Monday to Friday

Experience:

• Investment-Related: 7 years (Required)

• Portfolio Performance and Rebalancing: 7 years (Required)

Work Location: Hybrid remote in San Antonio, TX 78209 Financial Services, Asset Management, Wealth Management, Investment Management, Personal Finance

#J-18808-Ljbffr