Investment Analyst: Portfolio Analytics & Strategy Support

Ascendo Resources; Miami (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

Ascendo Resources seeks an Investment Analyst to support a senior team across portfolio analysis, investment implementation, client servicing and day-to-day investment activities.

The role involves assisting with investment strategies, performing portfolio analysis, coordinating with internal teams on transactions, and preparing materials for client discussions. A 3+ year background in investment support and bilingual Spanish/English are required.

Qualifications

• 3+ years of experience within an investment team or a financial services team focusing on Portfolio or Investment Support.
• Experience within investment management, wealth management, private banking, investment advisory, research, investment operations or a related area.
• Bachelor’s degree in Finance, Business, Accounting, Economics or a related discipline.
• Strong foundation in investment and financial concepts.
• Advanced Excel skills and proficiency with Word and PowerPoint.
• This role requires a fully bilingual Spanish and English candidate

Responsibilities

• Support senior investment professionals with day-to-day portfolio and investment activities.
• Assist with the preparation and implementation of investment strategies based on client objectives and requirements.
• Perform portfolio analysis and assist with ongoing monitoring of investments and account activity.
• Coordinate with internal teams to support investment transactions and trading activity.
• Assist with investment-related research, analysis and reporting.
• Prepare materials and information for client and internal investment discussions.
• Respond to investment and account-related requests accurately and efficiently.
• Assist with special projects and broader investment initiatives.

Skills

Analytical skills

Quantitative skills

Advanced Excel

Bilingual Spanish/English

Education

Bachelor's degree in Finance/Business/Accounting/Economics

Tools

Microsoft Word

PowerPoint

Job description

Ascendo Resources seeks an Investment Analyst to support a senior team across portfolio analysis, investment implementation, client servicing and day-to-day investment activities.

The role involves assisting with investment strategies, performing portfolio analysis, coordinating with internal teams on transactions, and preparing materials for client discussions. A 3+ year background in investment support and bilingual Spanish/English are required.