Wealth Management Analyst

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024.  HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years.  Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 19,000 professionals in 600 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a Wealth Management Analyst to join our Retirement and Private Wealth team in our Bethesda, MD office.

The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor’s to ensure our clients experience outstanding service.  The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.

Job Responsibilities:

• Provide technical support to advisors and other team members
• Conduct monthly/quarterly/ad hoc practice wide data manipulation
• Identify problem areas and summarize for advisor
• Assist with asset allocation decisions, portfolio construction, and rebalancing strategies
• Look for ways to continually improve our procedures
• Manage documentation of investment reporting and processes, paying close attention to compliance protocols
• Conduct research and provide investment screening in advance of firm’s Investment Committee meetings
• Analyze mutual funds and ETF’s for inclusion in model portfolio
• Maintain mutual fund and ETF recommended lists
• Maintain up-to-date information on model portfolios performance
• Assist Director of Investments in rebalancing client portfolios (brokerage accounts, retirement accounts, annuities, 529s, variable life insurance accounts, etc.) based on advisor’s criteria using appropriate tools
• In depth and frequent spreadsheet project workload & data manipulation
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
• Other projects and responsibilities as assigned by Manager

Qualifications:

• Bachelor’s Degree from an accredited college or university in Finance or related field preferred
• CFA candidate a plus or desire to become CFA
• Minimum 3 years of experience in investment management and/or financial advisory services with good understanding of all basic investment concepts and theories, including statistics
• Willingness to learn
• Knowledge of mutual fund, stock, bond, insurance, and annuity products
• Proficiency in Math and strong analytical skills
• Strong spreadsheet skills
• Self-starter, good follow-through skills, and strong attention to detail
• Excellent verbal, written, analytical, and organizational skills
• Ability to interact with people across all levels of the business
• Knowledge of third-party asset management systems, including portfolio and investment software (i.e. iRebal, Orion, Eclipse, Refinitiv)
• Proficiency with computer programs, including MS Excel and Word
• Prior experience working with independent RIA or wire houses

What We Offer You:

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:

• Medical, Dental, Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long-Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress-Code

Employee Resource Groups and Voices of HUB Employee Groups:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

• HUB Women Network
• HUB Black Inclusion Network

Our Voices of HUB Groups are:

• Asian Pacific Islander Voices
• Hispanic Voices
• Native American/First Nation Voices
• Pride Voices
• Military Veterans/Military Spouses & Families Voices

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

• Talent – the attraction, recruitment, and hiring of the best diverse talent;
• Culture - creating a culture of Inclusion and Belonging; and
• Community - having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

Apply today!

*LI-AM

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor’s degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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