- 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.
- 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
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Investment Portfolio Analyst - Miami, United States - Ascendo Resources
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:
Education, Experience and Certifications:
Experience:
3 to 4 years in Wealth Management as Analyst.
*** LOCAL CANDIDATES ONLY ***