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- Manage day-to-day portfolio activities and establish working plan for each project phase
- Analyze and appraise sales methods, costs, and results
- Facilitate project reviews and checkpoint meetings
- Analyze key performance indicators to produce reports on portfolio and projects
- Escalate issues that threaten portfolio and project success
- Series 7 license
- Series 65 a plus
- Fluency in English and Spanish
Investment Specialist - Miami, United States - Leeds Professional Resources
Description
We are seeking an investment specialist with their series 7 to join our client's team. This role requires fluency in English and Spanish.
Responsibilities
Required skills and qualifications