Ascendo Resources | Investment Reporting Analyst

We are seeking an Investment Analyst who carries experience in Addepar for one of our Registered Investment Advisory client. The ideal candidate should have experience and will be responsible for the followingCreate portfolio and firm-level reports regarding assets held across diverse custodians and asset types.Create target allocations according to the...

We are seeking an Investment Reporting Analyst who carries experience in Addepar for one of our Registered Investment Advisory clients. The ideal candidate should have experience and will be responsible for the following key tasks:Portfolio Management: Create portfolio and firm-level reports regarding assets held across diverse custodians and asset...

We are seeking an Investment Analyst who carries experience in Addepar for one of our Registered Investment Advisory client. The ideal candidate should have experience and will be responsible for the followingCreate portfolio and firm-level reports regarding assets held across diverse custodians and asset types.Create target allocations according to the...

We are seeking an Investment Analyst who carries experience in Addepar for one of our Registered Investment Advisory client. The ideal candidate should have experience and will be responsible for the followingCreate portfolio and firm-level reports regarding assets held across diverse custodians and asset types.Create target allocations according to the...

Ascendo is thrilled to present an amazing opportunity in the dynamic financial industry! This is your chance to join a team with an upward trajectory, where your expertise in numbers, strategy, and communication will shine. If you’re passionate about making data-driven decisions, presenting impactful insights, and contributing to organizational success,...

Ascendo is thrilled to present an amazing opportunity in the HR industry! If you’re an experienced HR professional looking to elevate your career on an upward trajectory, this dynamic role is for you. Reporting directly to leadership, you’ll play a pivotal part in driving impactful projects, fostering cultural transformation, and supporting people-first...

Ascendo Resources seeks an Investment Support Specialist to collaborate with Portfolio Managers in optimizing investment processes. This role will focus on administrative tasks, investment plan preparation, trade execution monitoring, and internal/external communication support.Requirements5+ years of experience in financial services with a similar...

We are seeking a skilled and detail-oriented HR Data Analyst to support a growing HR team by providing actionable insights and data-driven recommendations. The ideal candidate will have strong proficiency in Excel and PowerPoint, with the ability to analyze and present HR metrics to help drive decision-making processes within the organization. You will be...

We are seeking a skilled and detail-oriented HR Data Analyst to support a growing HR team by providing actionable insights and data-driven recommendations. The ideal candidate will have strong proficiency in Excel and PowerPoint, with the ability to analyze and present HR metrics to help drive decision-making processes within the organization. You will be...

What an incredible opportunity to work closely with key decision-makers in the investment management industry! Ascendo is excited to present this prestigious position as a BILINGUAL Personal/Executive Assistant, supporting the dynamic Founding Executives of a thriving firm in North Miami. If you're a highly organized, detail-oriented professional ready to...

Are you a Spanish-speaking professional with a passion for streamlining operations and a knack for solving problems? Do you have a solid understanding of the investment management or private wealth industry, including relevant software and technologies? If so, then a leading Financial Services firm in the North Miami area wants to hear from you!This firm is...

We are seeking a detail-oriented and proactive HR Associate to support our Talent Acquisition and HR Data Analytics efforts. This role combines recruitment support with a strong focus on HR analytics to help improve hiring strategies, streamline processes, and ensure data-driven decision-making. The ideal candidate will have a passion for HR processes, a...

Seeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...

Position: ParalegalLocation: Miami Lakes, FL (Office-based with some remote flexibility)We are seeking a dedicated and detail-oriented Paralegal to join our legal team. This role focuses on supporting commercial real estate transactions, particularly leasing, and involves drafting, reviewing, and managing legal documents. The ideal candidate will thrive in a...

Ascendo Resources Job PostingJob Title: Senior Human Resources GeneralistEstimated Salary Range: $70,000 - $90,000 per annum.Company Overview:As a leading HR services firm, Ascendo Resources offers an exciting opportunity for a seasoned Senior Human Resources Generalist to join our team. This role involves key responsibilities essential to the human...

We are seeking an Investment Reporting Associage who carries experience in Addepar for one of our Registered Investment Advisory client. The ideal candidate should have experience and will be responsible for the followingCreate portfolio and firm-level reports regarding assets held across diverse custodians and asset types.Create target allocations according...

Job Title: Senior Financial Analyst - FP&ALocation: Miami, Florida Job Summary: We are seeking a detail-oriented and strategic Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. The ideal candidate will provide insightful financial analysis, forecasting, and budgeting support to drive business performance and support...

Seeking an Associate Portfolio Manager for our client, an SEC registered investment advisor.This role will support Portfolio Managers in their service of our ultra-high net worth and institutional clients, and have a strong foundation in investment conceptsYour role:Develop and implement investment plans for client portfoliosWork with the PM, Operations team...

Seeking an Associate Portfolio Manager for our client, an SEC registered investment advisor.This role will support Portfolio Managers in their service of our ultra-high net worth and institutional clients, and have a strong foundation in investment conceptsYour role:Develop and implement investment plans for client portfoliosWork with the PM, Operations team...

We are seeking a Director - Trust Administration for our Family office client.This role will be responsible for the day to day administration of a number of off-shore trusts.This is a varied position, that will require a high level of communication both written and verbal to be successful, the ideal candidate may come from a legal background.Your role:Manage...