Base salary components included; + compensation ma...
Bilingual spanish required
Portfolio analytics and asset allocation
Fundamental company research
The role involves assisting Financial Advisors with analyzing portfolio analytics, asset allocation, and making investment recommendations
Job Summary
The role involves assisting Financial Advisors with analyzing portfolio analytics, asset allocation, and making investment recommendations.
Candidates will prepare industry research reports, develop financial models for revenue forecasts, and create presentations for High Net Worth clients.
The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings options.
Matching Summary
The role involves assisting Financial Advisors with analyzing portfolio analytics, asset allocation, and making investment recommendations.
Salary
Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible
Skills & Requirements
Must-have
Bilingual Spanish required
Portfolio analytics and asset allocation
Fundamental company research
Financial model development
Client investment strategy support
Nice-to-have
High net worth client interaction
Institutional client experience
White paper research assistance
Peer group comparison analysis
Key Requirements
Bachelor's degree in Finance, Business, or Accounting