Portfolio Analyst Cfa

Coastal Wealth; Pembroke Pines (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a talented Portfolio Analyst to support investment analysis and client financial goals. This role involves analyzing market trends, generating reports, and ensuring compliance with industry regulations. The position offers a competitive salary in a nurturing environment that fosters professional growth. Ideal candidates will possess a CFA designation, strong analytical skills, and a passion for the financial industry. Join a team dedicated to helping clients succeed and advance your career in a dynamic setting.

Benefits

401(k) matching

Dental Insurance

Disability Insurance

Flexible schedule

Health insurance

Tuition reimbursement

Vision Insurance

Qualifications

• 5+ years of active portfolio management experience required.
• CFA designation is mandatory for this role.

Responsibilities

• Analyze market trends and financial metrics to guide investment decisions.
• Generate trading reports and ensure compliance with regulations.

Skills

Quantitative Analysis

Analytical Skills

Communication Skills

Excel Proficiency

PowerPoint Proficiency

Education

Four-year college degree

CFA designation

Professional certification (Series 7, 63, 65)

Tools

Investment Analysis Software

Job description

Portfolio Analyst - CFA - West Palm Beach, FL / 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.

Benefits:

• 401(k) matching
• Dental Insurance
• Disability Insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Vision Insurance

Working Conditions:

• Weekly schedule: Monday to Friday
• Work environment: Office

Responsibilities:

• Analyzing market trends, comparing various industries, and interpreting financial metrics.
• Generating trading reports and monitoring performance metrics.
• Tracking performance and benchmarking against industry standards.
• Evaluating existing holdings critically to determine necessary portfolio actions.
• Participation in investment committee meetings and preparation for the same.
• Ensuring compliance with industry regulations, firm policies, and all relevant rules.

Qualifications:

• Strong quantitative and analytical abilities along with a solid understanding of markets and investments.
• Preference for individuals with a four-year college degree or professional certification.
• 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.
• Familiarity with the financial industry and various products.
• 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.
• Strong written and verbal communication skills.

Compensation:
$60,000 - $80,000 per year