Phyton Talent Advisors

Support strategic wealth management activities through financial analysis, client reporting, and collaboration with external advisors. | Bachelor's degree in Finance or related field, 1-8 years of relevant experience, strong analytical skills, and client service orientation. | Fast growing, mid-sized investment firm is seeking multiple Financial Advisory Analysts and Associates to support strategic wealth management activities for ultra-high-net-worth (UHNW) and family office clients. This role provides exposure to complex asset structures, multi-generational planning, and bespoke investment strategies within a discreet, relationship-driven environment. This is a hybrid role, 4 days per week in the midtown Manhattan office Key Responsibilities (these are general responsibilities for the function, specifics will vary depending on level of the candidate) • Conduct detailed financial analysis across public and private markets, including portfolio performance, asset allocation reviews, and risk assessments. • Support the development of customized investment strategies aligned with client objectives, liquidity needs, tax considerations, and long-term family governance priorities. • Assist in due diligence for private equity, real estate, alternatives, and direct investment opportunities. • Prepare comprehensive reports, investment memos, and quarterly portfolio reviews for internal committees and client presentations. • Maintain financial models, performance dashboards, and analytical tools to support data-driven decision-making. • Monitor global markets, macroeconomic trends, and relevant regulatory developments impacting UHNW clients. • Collaborate with tax advisors, estate planners, legal counsel, and external asset managers to ensure coordinated delivery of holistic wealth management. • Uphold strict confidentiality and demonstrate sound judgment in handling highly sensitive financial and personal information. Qualifications • Bachelor’s degree in Finance, Economics, Accounting, or related field; progress toward CFA, CAIA, or CFP preferred. • 1–8 years of experience in wealth management, investment banking, asset management, or family office environment. • Strong financial modeling, valuation, and quantitative analysis skills. • Excellent written and verbal communication, with the ability to explain complex concepts clearly. • High integrity, discretion, and a client-service mindset tailored to UHNW families. What We Offer • Exposure to sophisticated investment structures and multi-asset portfolios. • Collaborative, intellectually rigorous culture with significant professional development opportunities. • The chance to work closely with senior advisors and contribute meaningfully to long-term wealth strategies Base salary 90k-200k base depending on level and years of experience plus excellent benefits and significant bonus potential.

Implement and oversee firm-wide collections processes, resolve complex collections issues, manage client correspondence, oversee work to cash process, and optimize collections software. | Extensive experience managing collections processes for a large international professional services firm, preferably within a major law firm. | Prominent, global law firm seeks a Senior Manager to implement and oversee their frim-wide collections process. This is a hybrid role, 3 days per week in downtown Los Angeles. Responsibilities include: • Establishment and maintenance of effective collections procedures • Addressing and resolving complex issues around collections • Client correspondence • Oversight of the work to cash process • Selection, implementation, and optimization of collections software Qualified candidates should have extensive experience overseeing firm-wide collections processes and procedures for a large, international professional services firm. Major law firm experience preferred. Salary 200k-230k base DOE plus bonus and excellent benefits