Job Description

Job Description

Job Description

Portfolio Analyst - CFA - West Palm Beach, FL

Fort Lauderdale, FL, US- Seeking locations in West Palm Beach, Palm Beach, Jupiter - Do you have a passion for investment analysis and helping clients reach their financial objectives? Coastal Wealth in Fort Lauderdale is in search of a skilled Portfolio Analyst to join our team. This position offers a competitive annual salary ranging from $60,000 to $80,000, providing the chance to work in a nurturing environment that prioritizes professional advancement and personal growth.

Benefits:

• 401(k) matching
• Dental Insurance
• Disability Insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Vision Insurance

Working Conditions:

Weekly schedule: Monday to Friday

Work environment: Office

$60,000 - $80,000 yearly

• Actively looking for locations in West Palm Beach, Palm Beach & Jupiter
• Analyzing market trends, comparing various industries, and interpreting financial metrics are key tasks for this role.
• Generating trading reports and monitoring performance metrics are essential responsibilities.
• Tracking performance and benchmarking against industry standards are crucial aspects of the job.
• Evaluating existing holdings critically to determine necessary portfolio actions is a key function.
• Participation in investment committee meetings and preparation for the same is required.
• Ensuring compliance with industry regulations, firm policies, and all relevant rules is a fundamental duty.

• Actively looking for locations in West Palm Beach, Palm Beach & Jupiter
• The ideal candidate should possess strong quantitative and analytical abilities along with a solid understanding of markets and investments.
• Preference is given to individuals with a four-year college degree or professional certification.
• It is desirable to have an active Series 7, 63, and 65 or Series 7 and 66, or the capability to obtain them within six months.
• Proficiency in relevant software applications is required.
• Familiarity with the financial industry and various products is essential.
• Completed CFA designation is required
• 5 years of active Portfolio Management Experience
• Being a CFA Candidate level or having an interest in pursuing the CFA designation is advantageous.
• Excellent Excel skills and proficiency in PowerPoint are necessary.
• Strong written and verbal communication skills are a must.

Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise.

What We Offer

Discover diverse financial opportunities with Coastal Wealth. Our services include a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Unlock the potential of strategic tax planning for optimal financial management. But that’s just the start – Coastal Wealth goes beyond, offering a myriad of additional services. Our approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Trust us to guide you through a personalized financial journey aligned with your aspirations.

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