Investment Analyst - Trading, Research & Client Support

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 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.