Bilingual Wealth Management Analyst (Senior) - Remote Bonus

Sierra Capital; Miami (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Healthcare coverage

Bonus opportunity

Paid vacation & holidays

Work-from-home day

Job summary

Sierra Capital Partners, LLC in Miami, FL, seeks a Senior Analyst / Associate, Wealth Management. The role requires 2+ years of relevant experience (3+ preferred) and fluency in English and Spanish to serve Spanish-speaking clients and counterparties.

The successful candidate will work with senior advisers on relationships with ultra-high-net-worth families, handling portfolio analysis, investment implementation, client service, reporting, and research across traditional and alternative

Qualifications

• Minimum of 2 years of relevant professional experience required, 3+ years preferred.
• Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• Strong understanding of investment concepts, asset allocation, portfolio construction, performance measurement, and both traditional and alternative investments.
• Strong quantitative and analytical skills with attention to detail.
• Experience with Addepar is preferred; other PM/reporting/CRM tools are a plus.
• Ability to manage multiple priorities and meet deadlines.
• CFA/CFP progress is a plus, not required.

Responsibilities

• Support senior advisers in day-to-day management and servicing of ultra-high-net-worth client relationships.
• Prepare portfolio analyses, performance reports, asset allocation reviews, and client meeting materials.
• Monitor client portfolios, performance, cash balances, liquidity, and adherence to objectives.
• Assist with portfolio implementation and rebalancing across assets.
• Conduct investment and manager research and ongoing monitoring of external managers.
• Prepare concise analyses translating investment information into actionable client insights.

Skills

Excel

PowerPoint

Analytical skills

Communication

Education

Bachelor's degree in Finance, Economics, Accounting, Business, or related field

CFA/CFP progress (plus)

Tools

Addepar

Job description

Sierra Capital Partners, LLC in Miami, FL, seeks a Senior Analyst / Associate, Wealth Management. The role requires 2+ years of relevant experience (3+ preferred) and fluency in English and Spanish to serve Spanish-speaking clients and counterparties.

The successful candidate will work with senior advisers on relationships with ultra-high-net-worth families, handling portfolio analysis, investment implementation, client service, reporting, and research across traditional and alternative