Investment Portfolio Anal

Analyzing third-party model portfolios and preparing reports on their strengths and weaknesses.
Assisting with proposals for clients and preparing presentations to demonstrate the model’s investment strategies.
Analyzing the portfolios of clients to identify areas for improvement and recommending appropriate investment solutions.
Executing the rebalancing of the portfolios following the model portfolio strategy.
Assisting with the sales of products and services and providing support to the sales team.
Staying up to date with market trends, investment products, and industry regulations.
Collaborating with other members of the investment team to develop and implement investment strategies that align with clients' goals and objectives.
Maintain client investment profiles and record portfolio reviews as required by the compliance manual.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must have passed the Series 65 or 66. (Series 7 is not required and will not be sponsored)
Bachelor's degree in finance, economics, or related field.
Experience in investment analysis, portfolio management, or related field.
Excellent verbal and written communication skills in English and Spanish.
Ability to read, analyze financial statements, interpret common business trends, and be familiar with banking and financial markets periodicals and journals.
Ability to respond to complex inquiries or complaints from customers, regulatory agencies, or member of the business community.
Ability to relate well with others and quickly create a working teamwork environment. Ability to effectively present information to Senior Management

Investment Portfolio Analyst