Investment Analyst

Our company is a wealth management firm located in Miami. Our client base is high end private wealth. The company originated in Switzerland with offices in Bahamas, London, Chile, Luxenburg, and Miami. We offer traditional asset management advise and are looking to add an individual to our team who can bring dynamic and new ideas that will benefit our clients.

We are looking for an experienced Investment Analyst. You will conduct research and assess the prospective performance of different investment avenues.

• Build investment strategies by assessing current market trends, financial statements, financial models, and other indicators.
• Analyze value building activities to prepare appraisal reports.
• Gather information about the client investments to assist with valuation.
• Stay updated with market trends and new investment opportunities.
• Respond to inquiries from investors, borrowers, and other professionals.
• Research appropriate industry guidelines and regulations as needed.
• Provide information and data in a timely and efficient manner.
• Liaise with fund managers and industry professionals.

Job benefits:

• Vacation days
• Sick, personal, and parental leave
• Health, Dental, and Vision insurance
• Retirement plans
• Professional development

Job requirements

• 3 year(s) experience working as an Investment Analyst.
• In-depth understanding of financial metrics, setup, and statistics.
• Familiarity with finance investment laws and regulations.
• Strong propensity for data research and analysis.
• Experience with appropriate software systems.
• Excellent verbal and written communication in English language.
• Moderate Spanish written and verbal communication
• Bachelors degree in Finance or relevant fields. Masters degree is a plus
• Series 65 is a plus

Job Type: Full-time

Experience:

• Investment Analyst: 3 years (Required)

Education:

• Bachelor’s (Required)