Portfolio Analyst - CFA

Bighornlaw; Miami (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a skilled Portfolio Analyst to join their dynamic team in sunny Florida. This role offers a competitive salary and a nurturing environment focused on professional growth. As a Portfolio Analyst, you'll analyze market trends, generate trading reports, and ensure compliance with industry regulations while working closely with investment committees. The ideal candidate will possess strong analytical skills, a CFA designation, and a solid understanding of financial markets. Join a firm that values integrity and diversity, and embark on a personalized financial journey that aligns with your aspirations.

Benefits

401(k) matching

Disability Insurance

Health insurance

Vision Insurance

Qualifications

• 5 years of active Portfolio Management Experience required.
• Strong quantitative and analytical abilities are essential.

Responsibilities

• Analyze market trends and interpret financial metrics.
• Generate trading reports and monitor performance metrics.
• Ensure compliance with industry regulations.

Skills

Quantitative Analysis

Analytical Skills

Communication Skills

Excel

PowerPoint

Education

Bachelor's Degree

CFA Designation

Professional Certification

Tools

Financial Software

Job description

Fort Lauderdale, FL, US- Seeking locations in West Palm Beach, Palm Beach, Jupiter - Do you have a passion for investment analysis and helping clients reach their financial objectives? Coastal Wealth in Fort Lauderdale is in search of a skilled Portfolio Analyst to join our team. This position offers a competitive annual salary ranging from $60,000 to $80,000, providing the chance to work in a nurturing environment that prioritizes professional advancement and personal growth.

• 401(k) matching
• Disability Insurance
• Health insurance
• Vision Insurance

Working Conditions:

Weekly schedule: Monday to Friday

Work environment: Office

Responsibilities:

• Analyzing market trends, comparing various industries, and interpreting financial metrics are key tasks for this role.
• Generating trading reports and monitoring performance metrics are essential responsibilities.
• Tracking performance and benchmarking against industry standards are crucial aspects of the job.
• Evaluating existing holdings critically to determine necessary portfolio actions is a key function.
• Participation in investment committee meetings and preparation for the same is required.
• Ensuring compliance with industry regulations, firm policies, and all relevant rules is a fundamental duty.

Qualifications:

• The ideal candidate should possess strong quantitative and analytical abilities along with a solid understanding of markets and investments.
• Preference is given to individuals with a four-year college degree or professional certification.
• It is desirable to have an active Series 7, 63, and 65 or Series 7 and 66, or the capability to obtain them within six months.
• Proficiency in relevant software applications is required.
• Familiarity with the financial industry and various products is essential.
• Completed CFA designation is required.
• 5 years of active Portfolio Management Experience.
• Being a CFA Candidate level or having an interest in pursuing the CFA designation is advantageous.
• Excellent Excel skills and proficiency in PowerPoint are necessary.
• Strong written and verbal communication skills are a must.

Compensation: $60,000 - $80,000 yearly

About Coastal Wealth:

Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise.

What We Offer:

Discover diverse financial opportunities with Coastal Wealth. Our services include a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Unlock the potential of strategic tax planning for optimal financial management. But that’s just the start – Coastal Wealth goes beyond, offering a myriad of additional services. Our approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Trust us to guide you through a personalized financial journey aligned with your aspirations.