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Lalande-de-Pomerol

    Investment Portfolio Analyst - Miami, United States - Ascendo Resources

    Ascendo Resources
    Ascendo Resources Miami, United States

    3 weeks ago

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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

    Experience:

    3 to 4 years in Wealth Management as Analyst.

    *** LOCAL CANDIDATES ONLY ***



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