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Wealth Management Analyst

2 months ago

Miami, United States Ascendo Resources Full time

Position Overview:

We are looking for a dedicated Analyst to join our team at Ascendo Resources, providing essential support to the Managing Director and the broader investment advisory group.

Key Responsibilities:

  • Assist with administrative functions that facilitate the research, reporting, and presentation of data for clients.
  • Collaborate with both internal and external teams to evaluate financial and legal documentation, preparing comprehensive information for client presentations.
  • Exhibit a keen attention to detail while thriving in a dynamic, fast-paced environment.
  • Demonstrate a strong interest in the Financial Services sector, particularly in Wealth and Trust Management.

Qualifications:

  • A minimum of 1 year of experience in Financial Services, with a focus on research preparation or information synthesis for external presentation.
  • Proficient in analyzing financial data and interpreting results.
  • Exceptional attention to detail, ensuring accuracy and clarity in presentations, with the ability to critically assess provided information.
  • Strong skills in Microsoft Office Suite, particularly PowerPoint and Excel.
  • Self-motivated, with strong critical thinking abilities, capable of working independently as well as collaboratively within a team, while meeting deadlines.