Investment Associate, Investing Strategy

Checchi Capital is looking for an Investment Associate to join their team in Beverly Hills. This role involves providing excellent client service, building financial models, and supporting business development efforts. If you have a passion for wealth management and investments, this could be a great opportunity for you.

What You’ll Do

• Provide high-touch client service and develop client relationships.
• Build financial models to analyze cash flows and portfolio projections.
• Prepare and present in client review meetings.
• Maintain CRM records and document meeting notes.
• Collaborate with teams on projects to improve processes.
• Support account opening and other operational tasks.

What You Need

• 3+ years of experience in banking, accounting, asset management, or financial services.
• General understanding of global markets and macroeconomics.
• Bachelor’s degree in Accounting, Economics, Finance, Business Administration, or related field.
• Expertise in Microsoft Office Suite; experience with CRM and data providers preferred.
• Strong attention to detail and exceptional organization skills.
• Ability to multi-task and work effectively in a team environment.
• Professional attitude with strong written and verbal communication skills.

What You’ll Love

• Competitive salary and bonus structure.
• Full medical coverage, including vision and dental.
• 401k with company match.
• Opportunity to work in a fast-growing, collaborative environment.
• Mentorship opportunities with firm founders and leaders.
• Beautiful office space in Beverly Hills.

About the Firm

• Checchi Capital Advisors is a rapidly growing wealth management firm.
• They manage over $2.5B in assets under management.
• The firm values collaboration and integrity in a diverse team.
• They focus on delivering superb client experiences and consistent performance.