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Lalande-de-Pomerol

    Investment Analyst - Miami, United States - Ascendo Resources

    Ascendo Resources
    Ascendo Resources Miami, United States

    2 weeks ago

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    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:

    • 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

    Requirements

    • 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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