Investment Advisor
Talent Mappers, Miami, FL, United States
The Senior Investment Advisor is responsible for conducting investment analysis, performing portfolio management tasks, executing transactions, and providing advice to Clients and Relationship Managers. Bringing innovative ideas, leveraging technology, and applying relevant experience are crucial aspects of this role.
Duties and Responsibilities
Developing quantitative frameworks for investment analysis
Conducting investment analysis of securities and other asset classes
Executing trades (bonds, equities, derivatives, structured products, foreign exchange) in compliance with all regulatory requirements
Developing and maintaining relationships with external brokers and counterparts
Maintaining pricing lists and securities databases
Monitoring investment recommendations to ensure timeliness and suitability
Preparing investment proposals for existing and prospective clients in collaboration with Relationship Managers
Providing technical advice on fixed income and equity securities, derivatives, structured notes, and foreign exchange to Relationship Managers and clients
Operating Addepar, the data aggregation and reporting system used for generating client statements and analytical reports
Bringing innovative ideas and technological capabilities to improve processes and develop value-added initiatives, including exposure to illiquid markets
Required
Series 65 certification is required or must be obtained within 180 days of the start date.
Profile
College degree in Business, Finance, Economics, or other fields related to investments and portfolio management
Series 65, CFA, and CAIA certifications are a plus
Minimum of 5 years of successful professional experience in a similar role
Proven expertise in portfolio management and securities trading
Excellent interpersonal, communication, and presentation skills
Solid Microsoft Office capabilities, particularly Excel; proficiency in Bloomberg
Fluency in English and Portuguese; Spanish is a plus
Equal Opportunity Statement We are an equal opportunity employer and make employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law.
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Duties and Responsibilities
Developing quantitative frameworks for investment analysis
Conducting investment analysis of securities and other asset classes
Executing trades (bonds, equities, derivatives, structured products, foreign exchange) in compliance with all regulatory requirements
Developing and maintaining relationships with external brokers and counterparts
Maintaining pricing lists and securities databases
Monitoring investment recommendations to ensure timeliness and suitability
Preparing investment proposals for existing and prospective clients in collaboration with Relationship Managers
Providing technical advice on fixed income and equity securities, derivatives, structured notes, and foreign exchange to Relationship Managers and clients
Operating Addepar, the data aggregation and reporting system used for generating client statements and analytical reports
Bringing innovative ideas and technological capabilities to improve processes and develop value-added initiatives, including exposure to illiquid markets
Required
Series 65 certification is required or must be obtained within 180 days of the start date.
Profile
College degree in Business, Finance, Economics, or other fields related to investments and portfolio management
Series 65, CFA, and CAIA certifications are a plus
Minimum of 5 years of successful professional experience in a similar role
Proven expertise in portfolio management and securities trading
Excellent interpersonal, communication, and presentation skills
Solid Microsoft Office capabilities, particularly Excel; proficiency in Bloomberg
Fluency in English and Portuguese; Spanish is a plus
Equal Opportunity Statement We are an equal opportunity employer and make employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law.
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