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

Raymond James

Coral Gables, FL, US
**
Bilingual in spanish
Experience in financial services
Portfolio analytics proficiency
** Raymond James is seeking a bilingual Investment Portfolio Associate in Coral Gables, FL, to support Financial Advisors by analyzing portfolio analytics, conducting market research, and preparing investment-related reports. The ideal candidate will have a bachelor's degree, experience in financial services, and fluency in Spanish. **

Job Summary

  • The role involves assisting Financial Advisors with portfolio analysis and investment recommendations.
  • Candidates will prepare industry research reports and financial models to support investment strategies.
  • Raymond James values a people-first culture and promotes professional growth and collaboration.

Matching Summary

Match Score: 75

** Raymond James is seeking a bilingual Investment Portfolio Associate in Coral Gables, FL, to support Financial Advisors by analyzing portfolio analytics, conducting market research, and preparing investment-related reports. The ideal candidate will have a bachelor's degree, experience in financial services, and fluency in Spanish. **

Skills & Requirements

Must-have

  • Bilingual in Spanish
  • Experience in financial services
  • Portfolio analytics proficiency

Nice-to-have

  • Strong analytical skills
  • Ability to prepare presentations
  • Effective communication with clients

Key Requirements

  • Bachelor's degree in Finance
  • Three years of financial services experience
  • SIE and Series 7 licenses required

Work Rights

Not specified

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