About Knightsbridge Wealth Management

Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $900 million assets under management (AUM) and an over 20-year history of helping clients achieve their financial goals. Our mission is to build a firm where we’d be happy to have our own family members be full-fee-paying clients, and we achieve this by living out our core values every day. These values include always doing what’s best for the client, pursuing excellence in everything, treating each other well, and continuously adapting and improving.

Benefits Include

$80,000-$110,000 salary
Performance-driven annual bonus
50% match of employee 401k contribution
100% coverage of employee health insurance
Three weeks paid vacation that increases with tenure
One firmwide work from home day per week with the remainder onsite
A fun annual company retreat

Portfolio Analyst Job Description

We’re looking for a motivated, fast-learning, and high-performing addition to our team. Reporting to the assigned Wealth Management Advisor with direction from the Director of Trade Operations, the position offers excellent exposure to executive leadership and multiple avenues for advancement at a growing firm.

The Right Candidate Will

Demonstrate proficiency working with numbers
Exhibit attention to detail, organization, and time management
Present a professional image compatible with serving high-net worth individuals whether in person, over the phone, or in writing
Seek out the mentorship and development that comes with an in-office position
Aspire to take on an increasing role within the Advisory team
Be willing to step out of a narrowly defined role to help where the firm needs
Embrace a dynamic, fast-paced environment with a problem-solving mindset

Responsibilities

Execute trades and rebalance accounts on behalf of clients
Perform portfolio evaluations and prepare prospective client presentations
Develop financial plans for clients
Maintain investment strategy models
Initiate and drive investment strategy performance reporting
Perform ad-hoc projects as directed by the Wealth Advisor
Collaborate with operations team to streamline firm policies and procedures
Take on other duties, as it’s a small firm where people wear multiple hats

Qualifications

Undergraduate degree
2-4+ years of onsite work experience, with an investment market-related role preferred, though experience is less important than attitude and capacity to learn
Proficiency with Excel and PowerPoint
Familiarity with Tamarac, Charles Schwab, and Fidelity preferred

Knightsbridge Wealth Management

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