Financial Analyst

We are looking for a Financial Analyst position to work in our Wealth Management office on Brickell Ave..  

The candidate will have the following responsibilities:

  Investments:

1. Prepare portfolio reports, portfolio analysis, and presentations for clients.
2. Summarize macroeconomic and market research.
3. Research and screen Investment ideas and recommendations.
4. Analyze different financial instruments, including mutual funds, bond , stocks , structured products, etc

Administrative:

1. Complete account opening documents and account servicing
2. Reconcile the trade blotter and correct any errors

Job Requirements:

Education: 

Bachelor's degree in Business/Finance/Economics

Preferably with a Master's in Finance/MBA or CFA or CFP designation

Proficiency in Microsoft Office / Phyton/ Matlab

Experience with Morningstar Office and Bloomberg is a plus

Series 7&66 or Series 65 is a strong plus

Bilingual Spanish-English required