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Investment Portfolio Analyst Bilingual Spanish English Onsite Coral Gables FL 

International Bank located in Miami FL in growth mode seeking an Investment Portfolio Analyst, who will be responsible for analyzing third-party model portfolios, assisting with proposals, analyzing the portfolios of clients, executing the rebalancing of the portfolios following Portfolio Manager’s strategy, and assisting with the sales of products.
To become an Investment Advisor Representative of a RIA, the candidate must have successfully passed a Series 65 (or 66) exam. It’s important to note that the client is not a Broker-Dealer and, as such, they cannot provide sponsorship or registration for a Series 7 Securities Representative. If the candidate already has a Series 7, be advised that the client will not be able to register them.
Base Salary range for this position is between $80K – $90K maximum. Depending on experience and skill sets 
Bonus structure based on company revenue: 3-6%
100% onsite.

  1. Have a Series 65 (or 66)
  2. Knowledge in sales of financial products
  3. Demonstrate technical knowledge in understanding and analyzing portfolios.
  4. Staying up to date with market trends, investment products, and industry regulations
  5. Excellent verbal and written communication skills in English and Spanish
  6. Demonstrate a predisposition for learning to use technology.


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Tagged as: Investment Portfolio Analyst Bilingual Spanish English Onsite Coral Gables FL

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