Investment Advisor

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