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 ***