Analyst

Talent Lab Partners LLC; Miami (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Exposure to high-net-worth clients

Direct mentorship

Clear path for growth

Job summary

A boutique wealth management firm is seeking an analytical analyst to join their team in Miami. The role involves supporting portfolio management, conducting investment analysis, and maintaining client relationships with high-net-worth individuals. Candidates should possess a Bachelor’s degree in Finance or Economics, 1-3 years of relevant experience, and strong Excel skills. The position offers a collaborative environment with exposure to sophisticated investment strategies and a clear path for growth.

Qualifications

• 1-3 years of experience in wealth management or financial services.
• Experience in investment analysis is preferred.
• Ability to explain complex financial concepts clearly.

Responsibilities

• Analyze and monitor client portfolios.
• Build financial models using Excel.
• Conduct market research and investment due diligence.
• Prepare client reports and presentations.
• Support advisors in managing client relationships.
• Assist in executing trades and tracking performance.
• Collaborate with internal teams for operational efficiency.
• Maintain accurate client records and documentation.

Skills

Detail-oriented

Analytical skills

Proficiency in Excel

Understanding of financial markets

Communication skills

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

Job description

We are seeking a detail-oriented and analytical analyst to join a boutique wealth management firm. This role offers the opportunity to work closely with high-net-worth individuals, supporting portfolio management, investment analysis, and client relationship efforts in a fast-paced, client-focused environment.

Key Responsibilities

• Analyze and monitor client portfolios, ensuring alignment with investment objectives and risk tolerance
• Build and maintain financial models using Excel to support investment decisions and portfolio strategy
• Conduct market research, performance analysis, and investment due diligence across asset classes
• Prepare client reports, presentations, and portfolio reviews with clear, data-driven insights
• Support advisors in managing relationships with high-net-worth clients, addressing inquiries and providing timely updates
• Assist in executing trades, rebalancing portfolios, and tracking investment performance
• Collaborate with internal teams to ensure seamless client service and operational efficiency
• Maintain accurate client records and documentation related to investments and accounts

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• 1–3 years of experience in wealth management, investment analysis, or financial services
• Strong proficiency in Excel (financial modeling, data analysis, pivot tables, etc.)
• Solid understanding of financial markets, asset classes, and portfolio management principles
• Experience working with high-net-worth individuals or client-facing environments preferred
• Excellent communication skills with the ability to explain complex financial concepts clearly
• Highly detail-oriented, organized, and able to manage multiple priorities

Why Join

• Exposure to high-net-worth clients and sophisticated investment strategies
• Opportunity to work in a collaborative, boutique environment with direct mentorship
• Clear path for growth within wealth management and investment advisory