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Investment Portfolio Manager

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Ascendo Resources

2021-12-03 09:03:08

Job location Miami, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Investment Portfolio Manager
Our client, a Wealth Management Company for High-Networth Individuals; is looking to hire an Investment Portfolio Analyst for their Investment Management Team located in Aventura, FL.

You will:

  • Track major market Indexes
  • Provide daily investment performance reports to the investment team
  • Analyze investment portfolio holding exposures
  • Review potential new investment managers
  • Perform due diligence on prospective investment opportunities
  • Recommend investment ideas across sectors
  • Support cash and investment decisions
  • Resolve investment data-related issues
  • Reconcile investment portfolio positions and market values
  • Evaluate and monitor investment managers
  • Prepare quarterly reports on investment performance
  • Assist with the quarterly socially responsible investment review process with investment managers
  • Analyzing investment and risk scenarios
  • Facilitate implementation of investment plans
  • Coordinate investment research and analysis projects with investment consultants; Meet with investment managers and write meeting notes for the investment team; Attend local investment conferences
  • Facilitate implementation of investment plan
  • Create various ad-hoc investment analyzes
  • Preparing investment proposals and reviews
Job Requirements:
Requirements:

  • Bachelor's degree in Business Administration, Economy or related field
  • Specialization in Finance, Accounting, Economics, or related field (required)
  • 2 years of relevant experience (required)
  • Bilingual English / Spanish (required)
  • Series 65 (preferred)

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