Investment Advisor
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-03-08
Listing for:
Boreal Capital Management
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Investment Banking, Wealth Management
Job Description & How to Apply Below
Boreal Capital Management is an independent multi-disciplinary wealth management services firm. It is a true fiduciary with a clear goal of providing its clients with a full array of solutions. Boreal has a global presence with branches located in Switzerland and USA.
To support our strong expansion plans, we are seeking a Junior Investment Advisor for our Miami offices.
Provide support to the firm’s bankers and senior advisors
- Assist in the execution of client orders
- Generation, follow up and implementation of investment proposals
- Portfolio management of discretionary mandates
- Generation of investment ideas (Stocks, Bonds, FX, Funds and Structured Products)
- Distribution of investment content (Investment Policy, Fund List, Structured Products in subscription, etc.)
Contribution to BCM group's investment content
- List of recommended Funds, Equities and Bonds
- Thematic notes
- Product approval
Other tasks
- Counter party management (funds and structured products)
- Representing BCM in product/ investment presentations and seminars
- Production of accounting and financial information (trade log, product statistics, etc.)
The ideal candidate should have:
- BA/ MSc in Finance, Economics or BA, with a focus on financial markets
- Excellent skill is in MS Excel and Power Point
- Bloomberg knowledge
- Proficiency in English and Spanish. Portuguese would be advantageous
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