Portfolio Management Analyst - Wealth Management
leeds professional resourcesHialeah (FL)
Portfolio Management Analyst - Wealth Management
Posted 21 days ago
leeds professional resourcesHialeah (FL)
SENIORITY
Senior
About the role
Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support a top producing team and have strong opportunities for career growth.
Responsibilities:
- Track investment performance
- Portfolio allocation
- Schedule meetings for team utilizing our group’s various applications
- Respond to client questions regarding accounts, policies, and procedures.
- Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
- Process client requests (wires, checks, journals, etc.).Process client paperwork (including communicating directly with clients to obtain all information needed)
- Assist with establishing online access for statements, confirms, proxy materials and other services.
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.
- Various related duties
Requirements:
Bachelors degree 3+ years of relevant experience Series 7 and CFA track preferred Bilingual English/Spanish
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.