Investment Analyst

Octogone Group; Miami (FL); On-site; USD 70,000 - 120,000; Full time

Job summary

Octogone NA LLC in Miami seeks a finance professional to join a fast-growing RIA. You will execute trades for client accounts, liaise with banks for pricing, and support portfolio construction, asset allocation, and risk management.

You will own data entry and portfolio consolidation with precision, build investment theses across equities, fixed income, and ETFs, and assist advisers with proposals and client presentations.

Qualifications

• Experience in financial services (trading, wealth/asset management)
• Strong views on macro and micro developments
• Ability to translate market dynamics into clear client narratives
• Detail-oriented and methodical approach
• Excellent interpersonal skills in client-facing situations

Responsibilities

• Execute trades for client accounts and liaise with counterparty banks for accurate pricing
• Support portfolio construction, asset allocation, and risk management
• Own data entry and portfolio consolidation with precision
• Build and communicate investment theses across equities, fixed income, and ETFs
• Assist advisers in pitching new clients: investment proposals and portfolio presentations
• Conduct deep due diligence on hedge funds, private securities, and alternatives
• Wear many hats: research, client work, operations, and trading

Skills

Financial services

Market passion

Narrative skills

Attention to detail

Client-facing

Job description

Octogone NA LLC is a multifamily office headquartered in Switzerland, with offices in Geneva, Panama, Dubai, the Bahamas, and Miami. Our Miami office opened in 2016 and is quickly growing. We manage high net worth individuals with broad investment strategies and goals, striving to create personalized investment portfolios based on each client's needs. We work with over 20 banks located around the world, giving our clients the flexibility to custody their accounts where they choose. www.octogone.ch

This is an opportunity to join a fast-growing RIA with an international footprint — and be part of a team that moves fast, thinks deeply, and delivers with precision.

What You'll Do:

• Execute trades for client accounts and liaise with counterparty banks for accurate, timely pricing
• Support portfolio construction, asset allocation, and risk management
• Own data entry and portfolio consolidation with a high degree of precision
• Build and communicate investment theses across equities, fixed income, and ETFs — from macro drivers through to portfolio-level conviction
• Assist financial advisers in pitching new clients: investment proposals, portfolio presentations, and product overviews
• Conduct deep due diligence on hedge funds, private securities, and alternative investments
• Wear many hats — this role touches research, client work, operations, and trading

What We're Looking For:

• Prior experience in financial services (trading, wealth/asset management, or similar)
• Genuine passion for markets with strong, well-reasoned views on macro and micro developments
• Ability to translate complex market dynamics into clear narratives for clients and investment committees
• Detail-oriented and methodical — you don't rush at the expense of quality, but you keep pace
• Excellent client-facing presence and interpersonal skills