Investment Portfolio Specialist

2 days ago


Fort Lauderdale, Florida, United States Coastal Wealth Full time

Coastal Wealth, a reputable financial solutions firm, is committed to unwavering integrity and transparency. As a Portfolio Analyst, you will be responsible for analyzing market trends, comparing various industries, and interpreting financial metrics. Your primary tasks will include generating trading reports, monitoring performance metrics, tracking performance, and benchmarking against industry standards.

To excel in this role, you should possess strong quantitative and analytical abilities along with a solid understanding of markets and investments. A four-year college degree or professional certification is preferred. It is desirable to have an active Series 7, 63, and 65 or Series 7 and 66, or the capability to obtain them within six months. Proficiency in relevant software applications is required. Familiarity with the financial industry and various products is essential. Being a CFA Candidate level or having an interest in pursuing the CFA designation is advantageous.

This full-time position offers a competitive salary range of $60,000 - $80,000 yearly. Benefits include 401(k) matching, dental insurance, disability insurance, flexible schedule, health insurance, tuition reimbursement, and vision insurance. The weekly day range is Monday to Friday, and the work setting is an office environment.



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