$75,000.00 to $100,000.00 base salary; not specifi...
Remote
Analyze portfolio analytics and asset allocation
Prepare industry and company research reports
Create and maintain financial models
Willenborg Wealth Management is seeking a bilingual Investment Portfolio Associate to assist in analyzing portfolio analytics and investment holdings. The role requires strong analytical skills, effective communication, and a background in the financial services industry
Job Summary
Assist in analyzing portfolio analytics, asset allocation, and investment holdings with client portfolios, making appropriate recommendations when warranted.
Provide professional support to Financial Advisors by preparing industry and company research, writing investment-related research reports, and creating/maintaining financial models.
Respond to inquiries from Financial Advisors to research and resolve issues, and prepare customized written industry and company-specific reports upon request.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking a bilingual Investment Portfolio Associate to assist in analyzing portfolio analytics and investment holdings. The role requires strong analytical skills, effective communication, and a background in the financial services industry.
Salary
$75,000.00 to $100,000.00 base salary; Not specified; Not specified
Skills & Requirements
Must-have
Analyze portfolio analytics and asset allocation
Prepare industry and company research reports
Create and maintain financial models
Research investment products and comparative analysis
Develop individualized client investment strategy
Fluent in English and Spanish
Nice-to-have
Manage multiple tasks with changing priorities
Provide a high level of service
Establish and maintain effective working relationships
Participate in professional organizations
Key Requirements
Bachelor's degree in a related field
Three years' experience in financial services
SIE, Series 7, Series 63, 65 and/or 66 licenses
Experience conducting market research and analysis