Bilingual Investment Portfolio Analyst

A financial services firm in Coral Gables is seeking an Investment Portfolio Associate to assist in analyzing client portfolios and recommend strategies. You will support Financial Advisors by preparing research reports and financial models, requiring a Bachelor's degree in a related field and three years’ experience in financial services. Bilingual in Spanish is essential. The role also involves client interaction to understand investment goals and preparing presentations for High Net Worth clients. #J-18808-Ljbffr