Investment Analyst

5 days ago

Aventura, United States Ascendo Resources Full time

We are seeking a highly motivated and detail-oriented Investment Analyst to join a growing team. This position offers an exciting opportunity to support the Wealth Advisory team in delivering exceptional investment services to our clients. The ideal candidate will possess strong analytical skills, a deep understanding of financial markets, and the ability to thrive in a dynamic, fast-paced environment.



Responsibilities:

  • Conduct in-depth research and analysis of financial markets, individual securities, and investment opportunities to support Portfolio Managers in making informed investment decisions.
  • Assist in monitoring the performance of client portfolios and provide regular updates to Portfolio Managers on market trends, portfolio risks, and investment strategies.
  • Evaluate potential investment opportunities across various asset classes, including equities, fixed income, and alternative investments, and present findings to Portfolio Managers.
  • Maintain and update financial models, databases, and other investment-related tools to ensure accurate and timely information for investment decision-making.
  • Prepare investment reports, presentations, and other materials for client meetings, providing insights into portfolio performance, asset allocation, and market outlook.
  • Assist in identifying and assessing portfolio risks, including market risk, credit risk, and liquidity risk, and propose risk mitigation strategies.
  • Work closely with Portfolio Managers, Research Analysts, and other members of the investment team to exchange ideas, share insights, and contribute to the overall success of the firm.



Qualifications:

  • Bachelor's degree in finance, economics, or a related field
  • 1+ years of experience in investment research, financial analysis, or related roles.
  • Strong quantitative and qualitative analytical skills, with proficiency in financial modeling and data analysis.
  • Knowledge of financial markets, investment principles, and asset valuation techniques.
  • Excellent written and verbal communication skills, with the ability to present complex ideas clearly and concisely.
  • Proficiency in Microsoft Excel, PowerPoint, and other financial software tools.
  • Ability to work independently and collaboratively in a team-oriented environment, managing multiple priorities and deadlines effectively.





Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

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