Investment Analyst

MAXIMAI Investment Partners is a boutique investment advisory firm located in Coral Gables, Florida, specializing in serving ultra-affluent clients from the USA, Latin America and the Caribbean. The firm provides wealth management, estate and trust planning, family office services, and access to a broad network of professionals for global financial guidance. Committed to acting in the best interests of their clients, MAXIMAI emphasizes financial education to help clients stay informed about market trends that impact their decisions.

With an unwavering focus on integrity and prudence, the firm prioritizes capital preservation and personal peace of mind for its clients.

• Support daily trade execution, processing, and settlement for client accounts across various custodians and platforms.
• Perform operational oversight for alternative investments and private market positions, collaborating with peers and external counter parties to ensure timely funding and reporting.
• Research and evaluate stocks, funds, alternative investments, and private markets to support manager due diligence and asset selection.
• Compile macroeconomic, market, and sector data for presentation and client materials.
• Maintain and update accurate investment data in CRM and portfolio management systems; ensure data integrity and completeness.
• As a member to the firm’s Investment Committee, prepare materials for quarterly meeting and responsible for taking the meeting minutes.
• Responsible for being knowledgeable in investment products used by our firm, proactively participate in calls and meetings with wholesalers, and investment professionals when appropriate.
• Provide general administrative support as a backup to the operations team when necessary.

• Minimum of 3 years of experience in wealth management (preferably some experience in a RIA)
• Spanish speaking required.
• Bachelor’s degree in Finance, Economics, Business, or related field.
• Must be authorized to work in the United States
• Series 65 required within 3 months of hire.
• Strong quantitative, analytical, and problem-solving skills.
• Advanced proficiency in Excel; familiarity with Bloomberg, Morningstar, or similar tools preferred.
• Strong communication and presentation skills.
• High integrity, discretion with confidential information, and professional demeanor.
• Eagerness to learn and grow within a high-performing boutique wealth management firm.