- Analyze portfolios and prepare reports based on strength and weaknesses.
- Assist with proposals for clients and prepare presentations showcasing investment strategies
- Analyze portfolios to determine areas of improvement
- Rebalance portfolios as needed
- Assist team with sales of products and services
- Keep up to par with investment market trends and investment regulations
- Maintain client investment profiles and record portfolio reviews as required
- 2+ years of experience as an Investment Analyst or Portfolio Analyst
- Must have FINRA Series 65
- Bachelor's degree in finance, economics or related field
- Bilingual - English & Spanish
- Proficient with one of the following systems: Bloomberg, ORION, Netx360
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Investment Analyst
3 weeks ago
Wingate Miami, United StatesThe Analyst will join a lean and fast-paced acquisitions and development team in Miami (Coral Gables), FL focused on affordable housing, particularly in the Southeast and Northeast United States. The role will be dynamic, encompassing 'all things' development and acquisitions, wo ...
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Investment Banking Analyst
3 weeks ago
Arcadia Capital Miami, United StatesAbout the Role: · Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Analyst position based at our headquarters in Miami, Florida. · Arcadia Capital offers Analysts the exceptional opportunity t ...
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Investment Portfolio Analyst
2 weeks ago
Ascendo Resources Miami, United StatesA 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 ...
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Investment Banking Analyst
2 weeks ago
BroadSpan Capital LLC Miami, United StatesBroadSpan Capital LLC is seeking to hire an Investment Banking Analyst w/ BA in Business Admin or Finance. Candidate will manage sell-side $ & buy-side M&A engagements; build relationship and maintain direct contact w/ clients and present pitches; Devlp. & oversee fin & accountin ...
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financial and investment analyst, gas stations
3 weeks ago
LSC Investment, LLC Miami, United StatesAnalyze financial or operational performance of the different gas stations owned by the group to identify or recommend strategies to purchase and sale based on market conditions · recblid 6ewmkrpf4rrr8x00y6rkn68k3r1gxg ...
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Equity Analyst
2 weeks ago
Selby Jennings Miami, United StatesCompany Overview: · Premier investment management firm dedicated to providing clients with access to emerging markets in Latin America. With a focus on delivering superior investment performance and exceptional client service, they have established themselves as a trusted partner ...
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Associate - Natural Resources Investments
2 weeks ago
Arena Investors, LP Miami, United StatesArena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conv ...
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Real Estate Sr. Analyst
3 weeks ago
Santander Private Banking International Miami, United StatesPosition Summary · The Sr. Real Estate Analyst provides Real Estate investment alternatives to BSI's clients. The Sr. Real Estate Analyst researches and analyze information within the US Commercial Real Estate market to evaluate options that are viable Commercial Real Estate oppo ...
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L/S Equities Data Scientist
2 weeks ago
Point72 Miami, United StatesA Career in Long/Short Equities at Point72 · Long/short discretionary equity is Point72's core investment strategy and its success depends on our sector-based investing teams, comprised of Portfolio Managers and Research Analysts. As an ever-increasing volume and variety of data ...
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Sr. Analyst, Treasury Operations
4 days ago
Royal Caribbean Group Miami, United StatesThis position is responsible for the daily Treasury operational activities which include but are not limited to the daily management of cash, short term investment of excess cash, processing of Treasury payments, spot trading of foreign currencies, a Operations, Treasury, Analyst ...
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Equity Analyst
1 week ago
Selby Jennings Miami, United StatesCompany Overview: · Please ensure you read the below overview and requirements for this employment opportunity completely. · Premier investment management firm dedicated to providing clients with access to emerging markets in Latin America. With a focus on delivering superior i ...
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Equity Analyst
3 weeks ago
Selby Jennings Miami, United StatesA multi-billion dollar long/short equity fund is looking to add an Equity Analyst to their team in Miami, FL. The firm offers strong mentorship and opportunity for upward mobility. · Requirements: 1-4 years of Investment Banking, Equity Research, Private Equity, or L/S equity ex ...
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FinTech Equity Research Analyst
3 weeks ago
Financial Technology Partners Miami, United StatesFinTech Equity Research Analyst · Position: Financial Technology Partners is seeking an Equity Research Analyst, to be based in our Miami, FL office. · Company Description: Financial Technology Partners (aka "FT Partners") is the only investment banking firm focused exclusively ...
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Portfolio Manager
2 weeks ago
Selby Jennings Miami, United StatesCompany Overview: · Premier investment management firm focused on the commodities sector. With focus on delivering superior investment performance an exceptional client service, they have established themselves as a trusted partner for investors. · Position Overview: · The firm ...
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Associate Banker Senior Manager
1 week ago
Citigroup Inc Miami, United StatesTHIS NOTICE IS BEING POSTED IN CONNECTION WITH THE FILING OF AN APPLICATION FOR PERMANENT ALIEN LABOR CERTIFICATION. ANY PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE CERTIFYING OFFICER OF THE U.S. DEPARTMENT OF LABOR AT THE FOLLOWING ADDRESS: · Unite ...
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compliance analyst
3 weeks ago
Bayview Asset Management Miami, United StatesOverview: · Bayview Asset Management, LLC is a private fund manager focused on mortgage and consumer credit, including whole loans, asset backed securities, mortgage servicing rights, and other credit-related assets. The Compliance Analyst supports the Chief Compliance Officer i ...
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Analyst, RfP
1 week ago
Capital Dynamics Miami, United StatesRole: Analyst, RfP & ESG · Apply below after reading through all the details and supporting information regarding this job opportunity. · Location: Miami, Florida · Capital Dynamics: · Capital Dynamics is an independent global asset management firm focusing on private assets, ...
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Private Equity Internship
3 weeks ago
Skyharbor Capital Partners Miami, United States InternshipSHIPPrivate investment firm is currently accepting applications for a Private EquityAnalyst Intern (Summer 2024) . This position is designed to be a full-time internship program during the the summer of 2024 with the potential to extend into fall semester. · ABOUT THE FIRM · Skyharbo ...
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Investor Relations Analyst
2 weeks ago
Leeds Professional Resources Miami, United StatesWe are seeking an investor relations analyst to join our clients team Our client is seeking a candidate with investor relations experience from a private equity firm. · Duties: · Monitoring research and financial news for clients and their peers · Assisting with the planning and ...
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L/S Equity Research Associate
5 days ago
Selby Jennings Miami, United StatesWe are seeking a dynamic and highly motivated Long/Short Equity Research Associate to join our team, focusing on the biotechnology sector. The successful candidate will play a critical role in supporting our investment decisions through comprehensive research and analysis of biot ...
Investment Analyst - Miami, United States - Ascendo Resources
Description
We are seeking an Investment Analyst who is willing to make a career move and join an exciting wealth management firm. The ideal candidate must possess experience already within the space and be required to do the following:
Requirements