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