Senior Analyst / Associate, Wealth Management

Sierra Capital; Miami (FL); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Employer-sponsored healthcare

Paid vacation

One WFH day per week

Bonus opportunity

Job summary

Sierra Capital Partners, LLC in Miami, FL, is seeking a Senior Analyst / Associate, Wealth Management to support UHNW client relationships through portfolio analysis, asset allocation, reporting, and investment research.

The ideal candidate has 2+ years of relevant experience (3+ preferred), a finance-related degree, and professional fluency in English and Spanish for client interactions. Attractive base salary, bonus, healthcare, and work-from-home day.

Qualifications

• Minimum of 2 years of relevant professional experience required, 3+ years preferred.
• Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• Strong understanding of investment concepts including asset allocation and portfolios.
• Fluent in English; professional Spanish proficiency for client interactions.
• Experience with Addepar is preferred; other PM/CRM tools are beneficial.

Responsibilities

• Support senior advisers in day-to-day management of UHNW client relationships.
• Prepare portfolio analyses, performance reports, and asset allocation reviews.
• Monitor investment performance, cash balances, liquidity needs, and objectives.
• Assist with portfolio implementation and rebalancing across investments.
• Conduct investment and manager research and monitor external managers.
• Prepare analyses and presentations for client meetings; coordinate follow-ups.

Skills

Analytical skills

Client communication

Bilingual English Spanish

Education

Bachelor's degree in Finance/Economics/Accounting/Business

Tools

Excel

PowerPoint

Addepar

Job description

Senior Analyst / Associate, Wealth Management

Minimum Experience: 2+ years of relevant professional experience required; 3+ years preferred

Company Description

Sierra Capital Partners, LLC is an independent, fee-only investment adviser and global multi-family office based in Miami, Florida. Founded in 1998, the firm manages more than $1.7 billion in assets and provides customized investment advisory and wealth management services to ultra-high-net-worth families, foundations, and institutional clients.

As an independent fiduciary, Sierra Capital works across custodians, investment managers, and asset classes to develop and oversee portfolios tailored to each client's objectives. Our work includes investment policy development, asset allocation, manager selection and monitoring, portfolio implementation and rebalancing, consolidated reporting, and other family office services.

Role Description

Sierra Capital Partners is seeking a bilingual Senior Analyst / Associate, Wealth Management to join our Miami-based Wealth Management team. Candidates must have at least two years of relevant professional experience, with a preference for those with three or more years of experience, and must be professionally fluent in English and Spanish due to regular interaction with Spanish-speaking clients and counterparties.

The successful candidate will work closely with senior advisers and other members of the firm to support relationships with ultra-high-net-worth families and foundations. The role spans portfolio analysis, investment implementation, client service, reporting, and investment research, with meaningful exposure to both traditional and alternative investments.

We are seeking a polished, motivated professional who can take ownership of day-to-day responsibilities, exercise sound judgment, and consistently deliver accurate, high-quality work in a client-focused environment. Title and level will be determined based on the candidate's experience and qualifications.

Responsibilities

• Support senior advisers in the day-to-day management and servicing of ultra-high-net-worth client relationships.
• Prepare portfolio analyses, performance reports, asset allocation reviews, and presentation materials for client meetings.
• Monitor client portfolios, including investment performance, cash balances, asset allocation, liquidity needs, and adherence to investment objectives.
• Support portfolio implementation and rebalancing across traditional and alternative investments.
• Conduct investment and manager research and assist with the ongoing monitoring of external investment managers.
• Prepare clear, concise analyses and presentations that translate complex investment information into actionable insights for clients and senior team members.
• Assist with client meeting preparation, participate in meetings as appropriate, and coordinate follow-up items and client requests.
• Support investment-related activity, including account funding, capital calls, distributions, transfers, and coordination with custodians, investment managers, and other financial institutions.
• Review portfolio, transaction, and client information for accuracy and maintain complete and organized records across firm systems.
• Coordinate with custodians, investment managers, accountants, attorneys, and other external professionals supporting client relationships.
• Contribute to internal projects, technology initiatives, reporting enhancements, and process improvements across the firm.
• Maintain the highest standards of confidentiality, accuracy, professionalism, and compliance with firm policies and regulatory requirements.

Qualifications

• Minimum of 2 years of relevant professional experience required, with 3+ years preferred, ideally in wealth management, a multi-family office, investment management, private banking, investment consulting, or a similar financial-services environment.
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• Strong understanding of investment concepts, including asset allocation, portfolio construction, performance measurement, and traditional and alternative investment strategies.
• Strong quantitative and analytical skills with exceptional attention to detail.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Experience with Addepar is preferred. Experience with other portfolio management, performance reporting, or CRM platforms is also beneficial.
• Ability to manage multiple priorities, take ownership of assignments, and consistently produce accurate work in a deadline-driven environment.
• Strong written and verbal communication skills, including the ability to communicate professionally with clients, senior colleagues, investment managers, custodians, and other external parties.
• Strong organizational skills, sound judgment, discretion, intellectual curiosity, and a client-service mindset.
• Ability to work effectively both independently and as part of a collaborative team.
• Progress toward or completion of the CFA, CFP, or another relevant professional designation is a plus.
• Base salary: $80,000 to $110,000, depending on experience and qualifications.
• Annual performance-based bonus opportunity.
• Employer-sponsored healthcare coverage.
• Paid vacation and company holidays.
• One designated work-from-home day per week.