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Investment Portfolio Analyst - Doral, United States - Ascendo Resources
Description
A registered Investment Advisor (RIA) located in the Miami area is looking for an Investment Portfolio AnalystThe ideal candidate is someone who has experience performing the following tasks:
Review third-party model portfolios and compile reports detailing their advantages and limitations.
Conduct portfolio analysis for clients to pinpoint improvement opportunities and suggest suitable investment solutions.
Implement portfolio rebalancing in accordance with the model portfolio strategy.
Aid in product and service sales and provide assistance to the sales team.
Update and maintain client investment profiles and document portfolio reviews as mandated by compliance guidelines.
Work collaboratively with the investment team to formulate and execute strategies that meet client objectives.
Support client proposal efforts and craft presentations to showcase investment strategies.
Keep abreast of market trends, new investment products, and regulatory changes.
Education, Experience and Certifications:
Bilingual:
English / Spanish required
Bachelor ́s degree Economics / Finance or related field
Series 65
CFP (Certified Financial Planner) a plus
Wealth Management Software experience (i
e:
Orion, Addepar,Black Diamond) preferred
Knowledgeable on Bloomberg, and Netx360
Experienc
e:
3 to 4 years in Wealth Management as Analyst.
LOCAL CANDIDATES ONLY
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