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Senior Investment Analyst
3 days ago
Our client is seeking a Portuguese-speaking Investment Analyst to support the Chief Investment Officer and Financial Advisors with research, product analysis, portfolio support, and investment-related client servicing.
Responsibilities
- Conduct research and analysis on investment products across asset classes, including equities, fixed income, mutual funds, ETFs, structured products, and alternative investments available on the broker-dealer platform
- Prepare product comparisons, investment proposals, and portfolio diagnostics to support Financial Advisors and internal teams
- Assist with portfolio reviews, performance reporting, attribution analysis, and risk assessments
- Review offering documents, product literature, and disclosures to ensure suitability and alignment with broker-dealer guidelines
- Monitor capital markets, macroeconomic trends, and product updates to provide insights to advisors and clients
- Assist with model updates, rebalancing, and implementation of investment recommendations on advisory platforms
Qualifications
- Series 7 required; Series 66 or 63/65 preferred
- Bachelor's degree in Finance, Economics, Business, or related field
- 5+ years of investment research, broker-dealer product analysis, or wealth/investment support experience
- Fluency in Portuguese and English required
- Strong understanding of investment products used in the broker-dealer environment, including mutual funds, ETFs, fixed income, SMAs, structured products, and alternatives
- Strong analytical and financial modeling skills; proficiency in Excel and investment analytics platforms (Bloomberg, Morningstar, or similar)
- Solid understanding of suitability, risk profiling, and compliance expectations in a regulated environment
- Excellent communication skills with the ability to simplify complex investment topics for advisors and clients
- Highly detail-oriented, organized, and able to manage multiple requests in a fast-paced environment
- Progress toward CFA or similar designation is a plus
