Financial Analyst

Opal Wealth Advisors, located in Jericho Long Island (NY), is a registered investment advisor (RIA) dedicated to helping their clients create and use wealth to accomplish their financial goals.

Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals.

Key Responsibilities:

1. Serving as the primary administrator of all Opal Investment Models, including oversight, execution, and tax loss harvesting.
2. Serving as the primary resource for alternative investments, including subscriptions, capital calls, transfers, and on-request document gathering.
3. Assisting in the investment process, providing support to the investment committee.
4. Assisting in investment compliance, monitoring/maintaining an approved list and auditing adherence to investment compliance.
5. Supporting the firm in the structuring and rollout of its procedures and identifying areas for improved process, efficiency, and checks/balances.
6. Supporting the financial planning efforts at Opal Wealth Management.