Portfolio Management Analyst - Wealth Management

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