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

Willenborg Wealth Management

Coral Gables, Florida, USA
Hybrid
Analyze portfolio analytics
Asset allocation and investment holdings
Prepare industry and company research
Willenborg Wealth Management is seeking a bilingual Investment Portfolio Associate for their Coral Gables, Florida office. The role involves supporting Financial Advisors through research, analysis, and reporting on investment portfolios and strategies, requiring a strong background in financial services

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.
  • This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a bilingual Investment Portfolio Associate for their Coral Gables, Florida office. The role involves supporting Financial Advisors through research, analysis, and reporting on investment portfolios and strategies, requiring a strong background in financial services.

Skills & Requirements

Must-have

  • Analyze portfolio analytics
  • Asset allocation and investment holdings
  • Prepare industry and company research
  • Create and maintain financial models
  • Spanish language proficiency

Nice-to-have

  • Client goal identification
  • Team revenue forecasting
  • Ad hoc project completion

Key Requirements

  • Bachelor's degree in a related field
  • Three years' experience in financial services
  • SIE, Series 7, Series 63/65/66 licenses
  • Bilingual Spanish requirement

Work Rights

Not specified

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