Senior Associate
5 days ago
Amazing Opportunity for a Bilingual Senior Investment Associate in Miami
We are seeking a
Senior Associate
to join an investment team in the Miami area. This team manages substantial assets for international clients, primarily across Latin America. The ideal candidate will have a strong understanding of complex investment products, experience with portfolio rebalancing, and a demonstrated ability to collaborate effectively with cross-functional teams. This role offers the chance to work directly with a Senior Investment Manager and leverage support from a dedicated team of Analysts and other Associates, making it a pivotal position for an upward trajectory.
Responsibilities:
- Contribute to the execution and monitoring of various investment strategies and trade executions.
- Assist in managing portfolio and cash flow rebalancing activities to ensure optimal asset allocation.
- Conduct foundational market research and assist in preparing materials for the investment management team.
- Act as a key liaison, maintaining effective communication and coordination with internal teams, including operations and relationship management.
- Support the Senior Investment Manager in managing daily tasks related to client investment accounts and overall portfolio health.
Qualifications:
- 5+ years of relevant experience in investment management, private wealth, or a similar financial role.
- Fluency in both
Spanish and English
is essential for client and internal communication. - Proven expertise in sophisticated investment products and core financial concepts.
- Demonstrated ability to work collaboratively and provide support within a high-performing team structure.
- Experience supporting investment functions within a family office or comparable financial institution.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
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