Senior Investment Analyst Job at Ascendo Resources, Coral Gables, FL

WlZocXdmMEUrVURWMEIxeWdkYytiVElQUVE9PQ==
  • Ascendo Resources
  • Coral Gables, FL

Job Description

Ascendo is thrilled to present an incredible opportunity in the ever-evolving world of private wealth management! This is your chance to step into a high-impact role with a boutique firm that’s growing fast and delivering big on personalized financial strategies. We're looking for a forward-thinking investment pro to join a tight-knit team driving real results for high-net-worth clients. If you're passionate about market trends, client success, and strategic portfolio growth—this could be your next big move!

Responsibilities:

This role is ideal for a sharp, analytical thinker who can thrive in a fast-paced environment and take ownership of portfolio decisions, client conversations, and strategic market insights. You'll be working closely with senior advisors to elevate portfolio performance and guide investment strategy through:

  • Designing and refining takeover analyses for prospective clients
  • Executing complex trades and overseeing day-to-day portfolio optimization
  • Implementing index-based strategies and identifying rebalancing opportunities
  • Conducting in-depth research on equities, fixed income, and mutual funds
  • Collaborating on model building and financial forecasting for investment proposals
  • Contributing to strategic planning meetings and sharing actionable investment insights
  • Engaging directly with clients to provide market commentary and advice
  • Monitoring market activity and adjusting risk exposure accordingly

Desired Qualifications:

We’re looking for a seasoned professional with deep experience in private wealth management and a strong command of investment tools and principles. Ideal candidates will bring:

  • Active CFA designation
  • Series 7 license
  • Proven expertise in individual stock analysis, mutual funds, and asset allocation
  • Familiarity with portfolio modeling and performance tracking tools
  • A keen eye for financial reporting and market trends
  • Exceptional communication and interpersonal skills
  • Ability to work autonomously and contribute to high-level strategy
  • Confidence in presenting to clients and handling market downturn discussions

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

Job Tags

Similar Jobs

Aquent Talent

Level Designer Job at Aquent Talent

 ...Range: $50/hr - $55/hr Get ready to level up your career! Aquent Talent is seeking a highly skilled and passionate Gameplay Designer to join a pioneering entertainment studio renowned for its iconic game franchises. As a key contributor, you will play a pivotal role... 

Insight Global

Logistics Coordinator Job at Insight Global

 ...manages a key role in the execution of transportation plans and services. They are responsible for the transportation request and delivery to the customer, including mode and carrier selection, load optimization, shipment tendering, routing guide compliance, and shipment... 

The Rug Company

Senior Showroom Assistant/Delivery Driver Job at The Rug Company

 ...About the Role Reporting to the Customer Service Director, you will work closely with...  ...and will be based on the road working on deliveries as well as in the showroom supporting the...  ...needed Managing Showroom Assistant and Drivers in New York Driving to Clients to... 

Management Recruiters of Arkansas

Field Service Technician Job at Management Recruiters of Arkansas

 ...training to familiarize you with their equipment and work overlap with the retiring technician for several weeks will be provided. Starting salary is $85 100k DOE. Other than a NAFTA TN visa, client is not willing to sponsor a US work visa now or in the future.... 

NSC

Technical Recruiter Job at NSC

 ...Do you enjoy working with people? Do you like getting paid for the effort you put forth...  ...Maintained relationships with current and past contractors and candidates What we are looking...  ...Remote Day You can earn a work from home day weekly Pick whatever day you like!...