Portfolio Analyst - Wealth Management

Leeds Professional Resources; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Leeds Professional Resources is seeking a Portfolio Analyst to join our client's team in Miami. The analyst will work with the Investment Policy Committee, supporting cash management, portfolio research, construction, monitoring and trading.

Jr analysts will assist with reporting, due diligence and client presentations. Fluency in English and Spanish is required, with strong Excel and VBA skills and a passion for global financial markets.

Qualifications

• Fluency in English and Spanish required.
• Strong knowledge of global financial markets.
• Detail-oriented with ability to multi-task.
• 3–5 years in the financial field.

Responsibilities

• Support macro and micro economic research and monitoring.
• Analyze asset classes, instruments, and multi-asset models.
• Develop investment solutions using asset allocation tools.
• Execute block trades and client account rebalances.
• Monitor cash positions and wealth-management updates.
• Assist with IPC reviews and data process improvements.
• Prepare client portfolio reviews and financial proposals.

Skills

Fluency in English

Fluency in Spanish

Global markets knowledge

Tools

Excel

VBA

Job description

We are seeking a Portfolio Analyst to join our client's team! The Portfolio Analyst will work closely with the Investment Policy Committee (IPC) and support staff to assist in all areas of the investment process. Key tasks will center around cash management and portfolio research, construction, monitoring and trading related functions. Jr analysts will also be involved with various reporting due diligence assignments and client presentations. This role requires fluency in English and Spanish.

Responsibilities:

• Support with macro and micro economic research and monitoring.
• Conducting qualitative and quantitative analysis of various asset classes, financial instruments, and multi-asset portfolio models.
• Develop and recommend investment solutions using a broad array of asset allocation and client risk tolerance tools and resources.
• Execute multi-million-dollar block trades and/or individual client account rebalances.
• Monitor client accounts (specifically cash positions) to ensure accounts are properly allocated per wealth management agreements and client-advisor-portfolio management updates.
• Monitor and track all firm investments to ensure optimal performance and risk-management.
• Assist with weekly IPC review meetings.
• Drive improvements and efficiencies in data processes and management.
• Prepare financial proposals and client portfolio reviews as needed.
• Perform research and execute special projects on request.

Qualifications:

• Fluency in English and Spanish
• Strong passion and knowledge of global financial markets.
• Ability to interact and communicate effectively with colleagues and clients, and willingness to perform a wide range of tasks.
• Attention to detail, critical thinking, resourcefulness, multi-tasking, and working independently.
• Solid analytical and modeling skills in Microsoft Excel, with intermediate knowledge of Visual Basic Application (VBA) a plus.
• Excellent written and verbal communication skills.
• Experience and comfort trading high net worth accounts a major plus.
• Minimum three-five years in the financial field.