· Develop efficient financial plans on behalf of clients examining asset allocation and retirement goal planning while testing various client scenarios utilizing Monte Carlo analysis· Partner with advisors to analyze and interpret client portfolios in conjunction with firm research to make recommendations for change· Conduct meetings with investment professionals to review and assess timely investment products and strategies· Effectively summarize and communicate investment… Show more · Develop efficient financial plans on behalf of clients examining asset allocation and retirement goal planning while testing various client scenarios utilizing Monte Carlo analysis· Partner with advisors to analyze and interpret client portfolios in conjunction with firm research to make recommendations for change· Conduct meetings with investment professionals to review and assess timely investment products and strategies· Effectively summarize and communicate investment strategies to financial advisors for utilization with clients where applicable· Develop, format, and refine spreadsheets to improve advisor efficiency and the overall team service model. Examples include investment modeling, team operations, and asset allocation Show less