Junior Investment Advisor: Global Wealth Solutions

Boreal Capital Management; Miami (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A wealth management firm in Miami is seeking a Junior Investment Advisor to support bankers and senior advisors. Responsibilities include executing client orders, managing portfolios, and generating investment ideas. The ideal candidate has a BA/MSc in Finance or Economics, is proficient in English and Spanish, and has excellent skills in MS Excel and PowerPoint. This role offers a unique opportunity to contribute to investment strategies within a dynamic team.

Qualifications

• Excellent skills in MS Excel and PowerPoint.
• BA/ MSc in Finance or Economics, focusing on financial markets.
• Bloomberg knowledge preferred.

Responsibilities

• Support the firm’s bankers and senior advisors.
• Assist in executing client orders.
• Manage discretionary mandates and investment proposals.
• Contribute to investment content and product approvals.
• Handle counterparty management for funds and structured products.

Skills

MS Excel

PowerPoint

Bloomberg knowledge

Proficiency in English

Proficiency in Spanish

Proficiency in Portuguese

Education

BA/ MSc in Finance

B.A in Economics

Job description

A wealth management firm in Miami is seeking a Junior Investment Advisor to support bankers and senior advisors. Responsibilities include executing client orders, managing portfolios, and generating investment ideas. The ideal candidate has a BA/MSc in Finance or Economics, is proficient in English and Spanish, and has excellent skills in MS Excel and PowerPoint. This role offers a unique opportunity to contribute to investment strategies within a dynamic team.