Wealth Management Analyst: Portfolio Insights & Client Care

Talent Lab Partners LLC; Miami (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Exposure to high-net-worth clients

Direct mentorship

Clear path for growth

Job summary

A boutique wealth management firm is seeking an analytical analyst to join their team in Miami. The role involves supporting portfolio management, conducting investment analysis, and maintaining client relationships with high-net-worth individuals. Candidates should possess a Bachelor’s degree in Finance or Economics, 1-3 years of relevant experience, and strong Excel skills. The position offers a collaborative environment with exposure to sophisticated investment strategies and a clear path for growth.

Qualifications

• 1-3 years of experience in wealth management or financial services.
• Experience in investment analysis is preferred.
• Ability to explain complex financial concepts clearly.

Responsibilities

• Analyze and monitor client portfolios.
• Build financial models using Excel.
• Conduct market research and investment due diligence.
• Prepare client reports and presentations.
• Support advisors in managing client relationships.
• Assist in executing trades and tracking performance.
• Collaborate with internal teams for operational efficiency.
• Maintain accurate client records and documentation.

Skills

Detail-oriented

Analytical skills

Proficiency in Excel

Understanding of financial markets

Communication skills

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

Job description

A boutique wealth management firm is seeking an analytical analyst to join their team in Miami. The role involves supporting portfolio management, conducting investment analysis, and maintaining client relationships with high-net-worth individuals. Candidates should possess a Bachelor’s degree in Finance or Economics, 1-3 years of relevant experience, and strong Excel skills. The position offers a collaborative environment with exposure to sophisticated investment strategies and a clear path for growth.