Investment Associate

A global investment advisory firm is seeking an Investment Associate to join its Miami office. This role supports client advisory activity, trading execution, and portfolio management across global markets.

The position offers the opportunity to work closely with senior investment professionals while gaining exposure to market strategy, client portfolios, and a broad range of investment products.

• Provide investment support and market insights to clients, with exposure to global fixed income markets including emerging markets and high-yield credit
• Assist with execution of client trades and day-to-day investment advisory activities
• Contribute to the development of investment ideas across equities, fixed income, FX, funds, and structured products
• Support portfolio management activities for discretionary client mandates
• Prepare and follow up on investment proposals and portfolio recommendations
• Assist in developing investment materials including model portfolios, thematic research, and internal investment content
• Monitor investment risk and portfolio exposures
• Participate in client meetings, presentations, and investment discussions
• Maintain trade logs and assist with investment reporting and market data analysis

• Bachelor’s or Master’s degree in Finance, Economics, or Business Administration
• 1–5 years of experience in investment advisory, asset management, wealth management, or capital markets
• Strong analytical and communication skills
• FINRA licenses such as Series 7 and Series 66 preferred
• Progress toward or completion of the CFA designation preferred
• Experience with Bloomberg or similar market platforms is a plus
• Fluent in English and Spanish;
  Portuguese is a plus

If you’re interested in building your career in investment advisory and portfolio management, we’d like to hear from you.
Apply today.