Senior Portfolio Manager/Investment Advisor

Senior Investment Analyst/Portfolio Manager

Our client is a highly successful International Wealth Management firm located in the heart of the financial district on Brickell Avenue in Miami. This role will work closely with the CIO in the management of the company’s model portfolio construction, manager and security selection, performance monitoring, delivering customized client solutions and providing analytical support.

• Perform thorough due diligence on current and prospective managers through a structured quantitative and qualitative process analyzing historical performance, risk management, team structure, investment process, as well as compliance and operational issues.
• Host manager meetings and write opinion & summaries of those discussions, perform analytics, and work on written reports summarizing the investment opportunity.
• Construct investment policy statements and generate customized solutions to meet client’s objectives and risk tolerances.
• Analyze inputs and outputs of models to guide the efficient frontier process.
• Perform Monte Carlo simulations for client wealth projection, using bespoke inputs based off client situations and detail.
• Create marketing materials to convey clear and detailed analysis and information to clients, prospective clients, and internal relationship managers.
• 5+ years of working experience in the investment and/or manager and portfolio analysis arena.
• Knowledge of global financial markets, portfolio analysis, portfolio manager analysis and portfolio construction.
• Bachelor’s degree in Finance, Business, Economics, or related field.
• CFA or CAIA designation(s) is preferred.
• Excellent oral and written communication skills.
• Fluency in Spanish is required, Portuguese is a plus
• Ability to assign priorities to multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data.
• Attention to detail is an extremely high priority
• Collaborative, team-player with a desire for continuous improvement and growth.
• A high degree of curiosity with the inane ability to ask questions which plays into analysis, as well as understanding the right questions to ask
• Consistency & punctuality along with a sense of urgency

Please contact: Alan Goldstein for Immediate confidential consideration

alan@aviorsearch.com