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Senior Investment Associate - Hybrid & Client Portfolio

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

CFA Institute in Miami is seeking a Senior Investment Associate to manage client relationships and support their investment needs. The role includes creating client presentations, developing custom investment portfolios, and evaluating performance relative to benchmarks.

Ideal candidates have a four-year college degree, prior experience in financial services, and a willingness to enroll in CFA or CIMA programs. The position offers a hybrid working model.

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Position Requirements
10+ Years work experience
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