Investment Portfolio Specialist

1 semana atrás

São Paulo, São Paulo, Brasil beBeeInvestment Tempo inteiro US$73.000 - US$75.000

Our mission is to shape the future of investment portfolios for our clients.

The Investment Opportunity

This role offers a chance to work with top consultants, researchers, and portfolio managers in a collaborative team environment. You will be involved in various teams including Content and Client Consulting.

  • Content: Identify and build portfolios of the best investment ideas for clients, leveraging insights from manager research, top-down and asset class research, and best-in-class analytics.
  • Client Consulting: Support client teams in managing relationships, offering best-in-class investment advice, and innovative solutions.

Key Responsibilities Include:

  • Working closely with clients to understand their investment needs and goals.
  • Providing expert advice on investment strategies and portfolio construction.
  • Assisting in the development of investment proposals and pitches.
  • Conducting market research and analyzing data to inform investment decisions.
  • Collaborating with colleagues across functions and teams to identify areas for improvement and develop solutions.
Requirements

Role Requirements:

  • A strong educational foundation and a minimum GPA of 3.0.
  • Desire and commitment to complete the Chartered Financial Analyst (CFA) level 1 professional qualification.
  • Strong communication skills and ability to work collaboratively.
  • Project management skills, with attention to detail and the ability to meet deadlines.
  • A desire to learn with a general interest in financial markets.
  • Problem-solving skills, demonstrating intellectual curiosity and critical thinking.
  • Knowledge of spreadsheet and presentation computer software.

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