Investment Associate - FIA

Job Description

• Support Senior Portfolio Advisors in managing client relationships and discretionary OCIO investment programs with portfolios of $10-$500 million.
• Handle portfolio administration, including client account setup, report ordering, client review materials, presentations, and internal coordination.
• Develop custom investment portfolios, support trading/rebalancing, assess performance against benchmarks, conduct asset allocation analysis, and recommend investment manager changes.
• Support risk, compliance, monthly REV, New Account Review processes, compliance reviews, and efforts to mitigate losses due to error.
• Requires a four-year college degree or equivalent work experience; business, economics, accounting, and finance are preferred. Prior financial-services investment-associate experience is preferred, and CFA or CIMA enrollment is desirable.
• Miami, FL; full-time; applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.