Gresham Partners, LLC Associate Position June 2018
Experienced Client Service Associate
Gresham Partners, LLC is a $6.5 billion Chicago-based investment and wealth management firm that serves its clients as a multi-family office (MFO) and an Outsourced Chief Investment Officer (OCIO). The firm implements its investment management advice using an open-architecture platform through which it allocates client assets globally across a broad range of traditional and alternative investment strategies.
The successful candidate will be primarily responsible for working with Gresham’s Client Advisors to deliver Gresham’s wealth management services to sophisticated UHNW families and delivering Gresham’s overall service offering.
Fulfilling these responsibilities will involve:
Organize and prepare materials for regular client meetings that occur 2-4 times per year.
Attend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meeting.
Monitor and implement client-agreed action items, which most importantly requires working directly with clients to insure proper execution of all investment documents.
Review quarterly client reporting package and participate in quarterly calls with the client to review the materials.
Assist in the development and implementation of customized assetallocation and wealth transfer strategies for the client.
Work with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer and philanthropic planning goals.
Assist in the preparation of new business development presentations.
Participate in other internal firm initiatives.
Successful candidates will possess the following key skills and abilities:
A strong commitment to provide exceptional client service in our energetic, disciplined, and team-oriented environment.
Consistently high attention to detail, accuracy, thoroughness and execution.
Strong analytical skills.
Outstanding written and oral communications skills.
Demonstrated strength in Microsoft Office suite, particularly Excel.
Familiar with various investment asset classes and basic investment concepts, including alternative investments.
We are seeking a candidate with:
At least four years of financial planning, family office, tax or investment working experience with high net worth families.
CPA, CFP or MBA is a plus.
We are willing to pay for you to obtain your CFP Certification
About Gresham Partners
We are a fully independent, nationally recognized* investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer.We have been serving select families, family offices, foundations and endowments since 1997. Today, we manage or advise on over $6.5 billion for about 100 clients located nationally, about 25% of whom have been Gresham clients since the firm’s inception.We are committed to providing superior investment performance by utilizing select, difficult-to-access managers in a full range of asset classes that are located globally, none of which are affiliated with Gresham.We make these managers available to our clients in a flexible format well suited to achieving a broad spectrum of investor goals. As a multi-family office, we integrate this investment approach with client-specific wealth planning strategies and other personalized wealth management services.