Our client located in Miami is seeking a Portfolio Associate to join their team! This role requires fluency in English and Spanish and experience working with UHNW clients.
Responsibilities
- Manage day-to-day portfolio activities and establish working plan for each project phase
- Executing or assisting with investment trades and rebalancing portfolios based on advisor instructions.
- Generating performance reports and conducting research on market trends to support investment decisions.
- Serving as a primary point of contact for client inquiries and preparing materials for client reviews.
Required skills and qualifications
- Bachelor's degree is required
- CFA is a plus
- Fluency in English and Spanish
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, etc