Investment Analyst

Job Description

About Octogone

Founded in 1995, Octogone Group provides rigorous, tailor-made wealth management to families and institutions across Europe, the United States, Latin America, and the Middle East. Our culture puts the human dimension first and is grounded in independence, integrity, flexibility, and loyalty.

Octogone NA LLC is a fast-growing RIA and multifamily office headquartered in Switzerland, with offices in Geneva, Panama, Dubai, the Bahamas, and Miami (opened in 2016). We build personalized portfolios for high net worth individuals and give independent, unbiased advice. We work with over 20 banks worldwide, so clients can custody their accounts where they choose.

Join a team that moves fast, thinks deeply, and delivers with precision. Learn more at

Position Overview

The Investment Analyst is a full-time hybrid role based in Miami, FL, with some flexibility to work from home. You will support the portfolio manager by analyzing investment holdings, monitoring performance and risk, and preparing reports and presentations for internal stakeholders and clients. The role focuses on trading and reporting, with strong support to operations.

Day to day, you will execute trades, conduct quantitative and qualitative research, evaluate asset allocations, track market developments, and help implement investment decisions in line with client objectives. In a boutique firm you will wear many hats, touching research, client work, operations, and trading.

Key Responsibilities

Trading and portfolio management support

•      Execute trades for client accounts and liaise with counterparty banks to obtain accurate, timely pricing.

•      Support the portfolio manager with portfolio construction, asset allocation, and risk management.

•      Help implement investment decisions in line with client objectives.

Performance, risk, and reporting

•      Analyze investment holdings and monitor portfolio performance and risk.

•      Own data entry and portfolio consolidation, with a high degree of precision.

•      Prepare reports and presentations for internal stakeholders and clients.

•      Provide strong support to operations and collaborate with colleagues across functions.

Research and due diligence

•      Conduct quantitative and qualitative research, evaluate asset allocations, and track market developments.

•      Build and communicate investment theses across equities, fixed income, and ETFs, from macro drivers through to portfolio-level conviction.

•      Conduct in-depth due diligence on hedge funds, private securities, and alternative investments.

Client and adviser support

•      Assist financial advisers in pitching new clients, including investment proposals, portfolio presentations, and product overviews.

•      Contribute to client communication materials.

•      Translate complex market dynamics into clear narratives for clients and investment committees.

Required Qualifications

•      Bachelor's degree in Finance, Economics, Business, or a related field.

•      Prior experience in financial services, such as trading, wealth management, or asset management.

•      Solid foundation in finance, including financial markets, instruments, and basic valuation, with knowledge of asset classes, risk/return drivers, and diversification.

•      Strong analytical skills, including quantitative analysis and data interpretation. Detail-oriented and methodical: you don't rush at the expense of quality, but you keep pace.

•      Genuine passion for markets, with strong, well-reasoned views on macro and micro developments.

•      Excellent written and verbal communication and a strong client-facing presence, with the ability to turn complex market dynamics into clear narratives for clients and investment committees.

•      Proficiency in Excel and portfolio analytics tools.

•      Able to work independently and collaboratively in a hybrid, boutique environment, managing multiple priorities and deadlines.

•      High level of integrity and professionalism, with a commitment to client-focused, unbiased investment support.

Preferred Qualifications

•      Hands-on experience executing trades across equities, fixed income, or ETFs.

•      CFA designation or progress toward it.

•      Familiarity with financial databases and reporting systems.

•      Exposure to hedge funds, private securities, or alternative investments.

•      Bilingual in English and Spanish.

Licensing and Growth

This role may lead to a licensed track, including the Series 65, as your responsibilities grow with the firm.

Key Working Relationships

•      Portfolio manager and investment committee