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    Investment Portfolio Analyst - Doral, United States - Ascendo Resources

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    Description
    A registered Investment Advisor (RIA) located in the Miami area is looking for an Investment Portfolio Analyst

    The 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

    #J-18808-Ljbffr


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