More jobs:
Portfolio Associate
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-04-29
Listing for:
Leeds Professional Resources
Full Time
position Listed on 2026-04-29
Job specializations:
-
Finance & Banking
Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
Our client located in Miami is seeking a Portfolio Associate to join their team! This role requires fluency in English and Spanish and experience working with UHNW clients.
Responsibilities- Manage day-to-day portfolio activities and establish working plan for each project phase
- Executing or assisting with investment trades and rebalancing portfolios based on advisor instructions.
- Generating performance reports and conducting research on market trends to support investment decisions.
- Serving as a primary point of contact for client inquiries and preparing materials for client reviews.
- Bachelor's degree is required
- CFA is a plus
- Fluency in English and Spanish
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, etc
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×