Portfolio Associate

Our client located in Miami is seeking a Portfolio Associate to join their team! This role requires fluency in English and Spanish and experience working with UHNW clients. Responsibilities • Manage day-to-day portfolio activities and establish working plan for each project phase • Executing or assisting with investment trades and rebalancing portfolios based on advisor instructions. • Generating performance reports and conducting research on market trends to support investment decisions. • Serving as a primary point of contact for client inquiries and preparing materials for client reviews. Required skills and qualifications • Bachelor's degree is required • CFA is a plus • Fluency in English and Spanish • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, etc