Bilingual Portfolio Analyst — Wealth Management

Leeds Professional Resources; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Leeds Professional Resources is seeking a Portfolio Analyst to join our client's team in Miami. The analyst will work with the Investment Policy Committee, supporting cash management, portfolio research, construction, monitoring and trading.

Jr analysts will assist with reporting, due diligence and client presentations. Fluency in English and Spanish is required, with strong Excel and VBA skills and a passion for global financial markets.

Qualifications

• Fluency in English and Spanish required.
• Strong knowledge of global financial markets.
• Detail-oriented with ability to multi-task.
• 3–5 years in the financial field.

Responsibilities

• Support macro and micro economic research and monitoring.
• Analyze asset classes, instruments, and multi-asset models.
• Develop investment solutions using asset allocation tools.
• Execute block trades and client account rebalances.
• Monitor cash positions and wealth-management updates.
• Assist with IPC reviews and data process improvements.
• Prepare client portfolio reviews and financial proposals.

Skills

Fluency in English

Fluency in Spanish

Global markets knowledge

Tools

Excel

VBA

Job description

Leeds Professional Resources is seeking a Portfolio Analyst to join our client's team in Miami. The analyst will work with the Investment Policy Committee, supporting cash management, portfolio research, construction, monitoring and trading.

Jr analysts will assist with reporting, due diligence and client presentations. Fluency in English and Spanish is required, with strong Excel and VBA skills and a passion for global financial markets.