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Financial Analyst - Portfolio Strategy & Client Reporting
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-09-01
Listing for:
My Investment Path
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
My Investment Path is seeking a detail-oriented Financial Analyst in South Florida to support portfolio construction and investment research. You will build financial models, prepare client reports, and assist with retirement proposals and internal bookkeeping while ensuring compliance with modern portfolio theory and regulatory standards.
The role requires strong analytical skills, proficiency in Python/R/MATLAB, and experience with financial databases.
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