Chartwell Investment Partners is seeking a bilingual Investment Portfolio Associate in Coral Gables, FL. The role involves assisting Financial Advisors with portfolio analytics, conducting market research, and preparing investment-related reports
Job Summary
Under direct supervision, uses specialized knowledge and skills to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios.
Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a bilingual Investment Portfolio Associate in Coral Gables, FL. The role involves assisting Financial Advisors with portfolio analytics, conducting market research, and preparing investment-related reports.
Skills & Requirements
Must-have
Analyze portfolio analytics
Asset allocation research
Investment holdings analysis
Financial modeling
Industry and company research
Spanish language proficiency
Nice-to-have
Client goal identification
Individualized client strategy development
Team revenue and income forecasting
Key Requirements
Bachelor's degree in Accounting, Business Administration, or Finance