Senior Investment Analyst - Portuguese speaking Job at Ascendo Resources, Miami, FL

S2xZK3R6L0N0TDBNWkhJMDd3OEo5YitW
  • Ascendo Resources
  • Miami, FL

Job Description

Job Description

Our client is seeking a Portuguese-speaking Investment Analyst to support the Chief Investment Officer and Financial Advisors with research, product analysis, portfolio support, and investment-related client servicing.

Responsibilities

  • Conduct research and analysis on investment products across asset classes, including equities, fixed income, mutual funds, ETFs, structured products, and alternative investments available on the broker-dealer platform
  • Prepare product comparisons, investment proposals, and portfolio diagnostics to support Financial Advisors and internal teams
  • Assist with portfolio reviews, performance reporting, attribution analysis, and risk assessments
  • Review offering documents, product literature, and disclosures to ensure suitability and alignment with broker-dealer guidelines
  • Monitor capital markets, macroeconomic trends, and product updates to provide insights to advisors and clients
  • Assist with model updates, rebalancing, and implementation of investment recommendations on advisory platforms

Qualifications

  • Series 7 required; Series 66 or 63/65 preferred
  • Bachelor’s degree in Finance, Economics, Business, or related field
  • 5+ years of investment research, broker-dealer product analysis, or wealth/investment support experience
  • Fluency in Portuguese and English required
  • Strong understanding of investment products used in the broker-dealer environment, including mutual funds, ETFs, fixed income, SMAs, structured products, and alternatives
  • Strong analytical and financial modeling skills; proficiency in Excel and investment analytics platforms (Bloomberg, Morningstar, or similar)
  • Solid understanding of suitability, risk profiling, and compliance expectations in a regulated environment
  • Excellent communication skills with the ability to simplify complex investment topics for advisors and clients
  • Highly detail-oriented, organized, and able to manage multiple requests in a fast-paced environment
  • Progress toward CFA or similar designation is a plus

Job Tags

Similar Jobs

Holder Construction

Safety Coordinator Job at Holder Construction

 ...Join to apply for the Safety Coordinator role at Holder Construction 1 day ago Be among the first 25 applicants Join to apply...  ...Monitoring daily construction activities for compliance with OSHA and company rules/policies Implement the projects safety program... 

Summers Agency

Work From Home Insurance Agent - Training Provided Job at Summers Agency

 ...for individuals interested in starting or growing a career in insurance sales. This role offers flexibility, strong income potential, and...  ...path to leadership. This position is 100% remote. Youll work with warm inbound leads, meet with clients virtually, and guide... 

Marvin

Appointment Setter Job at Marvin

 ...understanding of how people live and work in their homes. Marvin Replacement is our dedicated...  ...into in-home consultation appointments Set up and maintain professional, eye...  ...,000+ per week, even with a part-time schedule and theres no cap on bonuses Flexible... 

Old Republic Specialty Insurance Group

Senior Copywriter Job at Old Republic Specialty Insurance Group

 ...are experts in their fields, enabling us to provide tailored solutions that set us apart. Position Overview: The Senior Copywriter will serve as a lead storyteller for Old Republic and its family of companies, crafting engaging, brand-aligned content that... 

FocusGroupPanel

Remote Data Entry Specialist - Flexible, Entry-Level Job at FocusGroupPanel

 ...A remote work company is looking for a Data Entry Clerk for an entry-level position that allows you to work from home. This role offers...  ...data entry tasks and following clear instructions. No prior experience is necessary, and all you need is a computer with internet access...