Graduate Wealth Advisory & Portfolio Strategy

Client Advisory & Relationship Management: Assisting senior advisors with HNW client meetings, estate planning, and trust structuring.

Portfolio Analysis: Evaluating client investment portfolios, performing asset allocation, and modeling financial scenarios.

Market Research: Synthesizing macroeconomic trends and researching equities, fixed income, and structured products.

Operations & Compliance: Ensuring client documentation complies with financial regulations and supporting the middle office.