Investment Portfolio Analyst

2 weeks ago


Miami, United States Ascendo Resources Full time

A registered Investment Advisor (RIA) located in the Miami area is looking for an Investment Portfolio Analyst



The ideal candidate is someone who has experience performing the following tasks:


  • Review third-party model portfolios and compile reports detailing their advantages and limitations.
  • Conduct portfolio analysis for clients to pinpoint improvement opportunities and suggest suitable investment solutions.
  • Implement portfolio rebalancing in accordance with the model portfolio strategy.
  • Aid in product and service sales and provide assistance to the sales team.
  • Update and maintain client investment profiles and document portfolio reviews as mandated by compliance guidelines.
  • Work collaboratively with the investment team to formulate and execute strategies that meet client objectives.
  • Support client proposal efforts and craft presentations to showcase investment strategies.
  • Keep abreast of market trends, new investment products, and regulatory changes.



Education, Experience and Certifications:


  • Bilingual: English / Spanish required
  • Bachelor´s degree Economics / Finance or related field
  • Series 65
  • CFP (Certified Financial Planner) a plus
  • Wealth Management Software experience (i.e.: Orion, Addepar,Black Diamond) preferred
  • Knowledgeable on Bloomberg, and Netx360



Experience:


3 to 4 years in Wealth Management as Analyst.



*** LOCAL CANDIDATES ONLY ***


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