Ascendo Resources
Senior Investment Analyst - Portuguese speaking (Miami)
Ascendo Resources, Miami, Florida, United States, 33222
Our client is seeking a Portuguese-speaking Investment Analyst to support the Chief Investment Officer and Financial Advisors with research, product analysis, portfolio support, and investment-related client servicing.
Responsibilities Conduct research and analysis on investment products across asset classes, including equities, fixed income, mutual funds, ETFs, structured products, and alternative investments available on the broker-dealer platform Prepare product comparisons, investment proposals, and portfolio diagnostics to support Financial Advisors and internal teams Assist with portfolio reviews, performance reporting, attribution analysis, and risk assessments Review offering documents, product literature, and disclosures to ensure suitability and alignment with broker-dealer guidelines Monitor capital markets, macroeconomic trends, and product updates to provide insights to advisors and clients Assist with model updates, rebalancing, and implementation of investment recommendations on advisory platforms
Qualifications Series 7 required; Series 66 or 63/65 preferred Bachelors degree in Finance, Economics, Business, or related field 5+ years of investment research, broker-dealer product analysis, or wealth/investment support experience Fluency in Portuguese and English required Strong understanding of investment products used in the broker-dealer environment, including mutual funds, ETFs, fixed income, SMAs, structured products, and alternatives Strong analytical and financial modeling skills; proficiency in Excel and investment analytics platforms (Bloomberg, Morningstar, or similar) Solid understanding of suitability, risk profiling, and compliance expectations in a regulated environment Excellent communication skills with the ability to simplify complex investment topics for advisors and clients Highly detail-oriented, organized, and able to manage multiple requests in a fast-paced environment Progress toward CFA or similar designation is a plus
Responsibilities Conduct research and analysis on investment products across asset classes, including equities, fixed income, mutual funds, ETFs, structured products, and alternative investments available on the broker-dealer platform Prepare product comparisons, investment proposals, and portfolio diagnostics to support Financial Advisors and internal teams Assist with portfolio reviews, performance reporting, attribution analysis, and risk assessments Review offering documents, product literature, and disclosures to ensure suitability and alignment with broker-dealer guidelines Monitor capital markets, macroeconomic trends, and product updates to provide insights to advisors and clients Assist with model updates, rebalancing, and implementation of investment recommendations on advisory platforms
Qualifications Series 7 required; Series 66 or 63/65 preferred Bachelors degree in Finance, Economics, Business, or related field 5+ years of investment research, broker-dealer product analysis, or wealth/investment support experience Fluency in Portuguese and English required Strong understanding of investment products used in the broker-dealer environment, including mutual funds, ETFs, fixed income, SMAs, structured products, and alternatives Strong analytical and financial modeling skills; proficiency in Excel and investment analytics platforms (Bloomberg, Morningstar, or similar) Solid understanding of suitability, risk profiling, and compliance expectations in a regulated environment Excellent communication skills with the ability to simplify complex investment topics for advisors and clients Highly detail-oriented, organized, and able to manage multiple requests in a fast-paced environment Progress toward CFA or similar designation is a plus