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Investment Portfolio Analyst Bilingual Spanish English Onsite Coral Gables FL
1 month ago
International Bank located in Miami FL in growth mode seeking an Investment Portfolio Analyst, who will be responsible for analyzing third-party model portfolios, assisting with proposals, analyzing the portfolios of clients, executing the rebalancing of the portfolios following Portfolio Manager's strategy, and assisting with the sales of products.
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To become an Investment Advisor Representative of a RIA, the candidate must have successfully passed a Series 65 (or 66) exam. It's important to note that the client is not a Broker-Dealer and, as such, they cannot provide sponsorship or registration for a Series 7 Securities Representative. If the candidate already has a Series 7, be advised that the client will not be able to register them.
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Base Salary range for this position is between $80K - $90K maximum. Depending on experience and skill setsÂ
Bonus structure based on company revenue: 3-6%
100% onsite.
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Requirements:Â
- Have a Series 65 (or 66)
- Knowledge in sales of financial products
- Demonstrate technical knowledge in understanding and analyzing portfolios.
- Staying up to date with market trends, investment products, and industry regulations
- Excellent verbal and written communication skills in English and Spanish
- Demonstrate a predisposition for learning to use technology.