Investment Analyst

Company: WE Family Offices
Location: Miami
Posted on: February 25, 2021

Job Description:

About we family offices: With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. The firm addresses the real-life wealth challenges families face. WE works with each family to help create a unique wealth enterprise to manage their wealth as they would manage a well-run company, helping them to effectively manage, preserve and grow their wealth. WE is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard's Real Fiduciary--- Advisor Registry. To underscore their commitment to putting clients' interests first, WE has become a Certified B Corporation, providing external validation of the firm's commitment to balancing profit with purpose. here were two private manager approvals in the private space.Investment analyst role description:The Investment Analyst will be part of our Investment Research Team and report directly to the Senior Investment Manager.--Primary responsibilities include keeping all firm's investment systems, tools and reports updated with the latest tactical shifts as determined by the Investment Committee.--The Investment Analyst will also serve as a resource to the various Advisor teams for specific projects and analysis such as Portfolio Optimization and Strategic Risk Analysis.Essential duties & responsibilities:* The Investment Analyst will support the firm's effort in maintaining all investment tools - proprietary and non-proprietary - up to date by implementing the Investment Committee's tactical tilts* Support the CIO with implementation of changes to the firm's Global Unconstrained Portfolio (GUP)* Maintain the firm's Manager Matrix and Custodian lists up to date* Run Strategic Risk Analysis as requested by the Advisor Teams* Run Portfolio-Optimizer Analysis as requested* Assist in preparing materials for the Investment Committee and Investment Implementation meetings* Update various reports and presentations for both internal and external use* Run performance reports* Assist with fund due diligence and collecting of macro-economic dataQualifications:Candidates should have a strong understanding of Strategic & Tactical Asset Allocation, Investment Analysis, and a basic understanding of Wealth management for ultra-high net worth individuals.--Intellectual curiosity and initiative to improve or design investment related processed are essential.--The ideal candidate will be able to manage multiple requests and prioritize effectively; be able to work in a fast-paced, entrepreneurial environment; be self-driven, reliable, and able to meet tight deadlines and work with minimal supervision in a small team setting.PREFERRED GENERAL SKILLS:* Excellent communication skills, oral and written* Strong organizational skills* Be able to multi-task and prioritize* Be a critical-thinker and problem solver* Be detail-oriented* Display initiative, the ability to work independently, and take ownership of one's workrequired technical knowledge & skills:-- Bachelor's degree required (business, finance, economics or equivalent)-- 2+ years of progressive investment experience, preferably in an Analytical role-- Advanced Excel & PowerPoint skills -- Morningstar Direct Certification highly preferred or expected to be obtained after joining -- Demonstrated understanding of the equity and fixed income markets, as well as broad understanding of Assets Classes and Portfolio Construction-- Broad understanding of public investment strategies across asset classes

Keywords: WE Family Offices, Miami , Investment Analyst, Professions , Miami, Florida