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 more than 60 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 balanced lives make them better at their work. The High Net Worth group is a team within Ballentine Partners focused specifically on clients with investment assets between $3 and $20 million with moderate financial planning needs. The Investment Advisor Associate for the High Net Worth group works directly with the Senior Investment Advisors and Managing Director to carry out a significant portion of the detailed work required to execute the strategy that is developed for each client. Key responsibilities include: •Construct and execute trade plans for client accounts •Monitor cash flows, positions, trades, significant asset transfers and changes in client portfolios •Work effectively with our professional contacts, including custodians, investment managers, accountants and attorneys •Prepare client ready materials, including performance reports and prospect/client presentations •Maintain data in Advent system including updating benchmarks, composites, groups, etc. •Handle day-to-day inquiries •Actively participate in the Investment Group •Research investment and financial planning projects as needed •Meet with clients with senior staff and assist with follow up; This position requires a bachelor’s degree in economics, finance, mathematics or a quantitative science and excellent Microsoft Excel skills. Qualified candidates will also have excellent conceptual and problem solving abilities along with strong math, analytical and communication skills. We are looking for an individual with a solid working knowledge of investments and portfolio management who is detail-oriented and is able to work independently, as well as in a team environment. We are committed to fostering the growth and development of our Investment Analysts and encourage them to sit for the Chartered Financial Analyst (CFA) or the Certified Financial Planner (CFP). Two years of related technical experience is preferred, but not required.