Portfolio Management Analyst - Wealth Management

Job Description

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:

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• Track investment performance
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• Portfolio allocation
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• Schedule meetings for team utilizing our group’s various applications
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• Respond to client questions regarding accounts, policies, and procedures.
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• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
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• Process client requests (wires, checks, journals, etc.).
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• Process client paperwork (including communicating directly with clients to obtain all information needed)
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• Assist with establishing online access for statements, confirms, proxy materials and other services.
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• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.
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• Various related duties
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Requirements:

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• Bachelors degree
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• 3+ years of relevant experience
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• Series 7 and CFA track preferred
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• Bilingual English/Spanish
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