Investment Portfolio Associate- Coral Gables, Fl (bilingual Requirement)

Willenborg Wealth Management

Coral Gables, FL, US
Base salary not specified; + compensation may incl...
Not specified
Portfolio analytics analysis
Asset allocation research
Financial modeling development
Willenborg Wealth Management is seeking a bilingual Investment Portfolio Associate in Coral Gables, FL, who will support Financial Advisors by conducting market research, analyzing portfolio analytics, and preparing investment-related reports. Candidates should have a Bachelor’s degree, relevant financial services experience, and must be fluent in Spanish

Job Summary

  • The role involves assisting Financial Advisors by analyzing portfolio analytics, asset allocation, and investment holdings to make appropriate recommendations.
  • Candidates will prepare industry and company-specific research reports, develop financial models for revenue forecasts, and support the creation of investment strategy white papers.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a bilingual Investment Portfolio Associate in Coral Gables, FL, who will support Financial Advisors by conducting market research, analyzing portfolio analytics, and preparing investment-related reports. Candidates should have a Bachelor’s degree, relevant financial services experience, and must be fluent in Spanish.

Salary

Base salary not specified; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Portfolio analytics analysis
  • Asset allocation research
  • Financial modeling development
  • Investment product research
  • Client presentation preparation

Nice-to-have

  • High net worth client interaction
  • Strategic white paper assistance
  • Peer group comparison analysis
  • Third-party manager reviews
  • Continuous improvement mindset

Key Requirements

  • Bachelor's degree in related field
  • Three years financial services experience
  • Spanish bilingual requirement
  • SIE license required
  • Series 7, 63, 65, or 66 licenses

Work Rights

Not specified

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