Portfolio Analyst - Cfa Job at Coastal Wealth, Fort Lauderdale, FL

WEp6TW1GSFBhWmRsQjMwckRydjMxUzVGL2c9PQ==
  • Coastal Wealth
  • Fort Lauderdale, FL

Job Description

Job Description

Job Description

Actively looking for locations in Tampa, West Palm Beach and Fort Lauderdale.

Are you passionate about analyzing investments and helping clients achieve their financial goals? Coastal Wealth in Fort Lauderdale is looking for a talented Portfolio Analyst to join our team. With a competitive salary of $60,000 - $80,000 yearly, you'll have the opportunity to work in a supportive environment that values professional development and growth.

Benefits include:

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

Weekly day range:

  • Monday to Friday

Work setting:

  • Office
Compensation:

$60,000 - $80,000 yearly

Responsibilities:
  • 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.
Qualifications:
  • 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.
  • 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.
About Company

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.

Job Tags

Flexible hours, Monday to Friday,

Similar Jobs

State of Minnesota

Human Rights Investigator Job at State of Minnesota

 ...Job Details Working Title: Human Rights Investigator Job Class: Human Rights Investigator Agency: Human Rights Dept Job ID : 91465 Location : St. Paul Telework Eligible : Yes Full/Part Time : Full-Time Regular/Temporary : Unlimited... 

IQVIA

Field Nurse Educator - Jersey City, NJ Job at IQVIA

 ...acting as the biopharma sales force to physicians or providing nurses to educate patients or prescribers. With the right experience, you can...  ...team of over 10,000 global field personnel supporting our pharmaceutical and biotech clients. Nurse Educator Patients are at... 

Minnesota Department of Health

Source Water Protection Planning Supervisor - Planning Program Supv Job at Minnesota Department of Health

 ...familial status, age, sexual orientation, status regarding public assistance, disability, veteran status or activity in a local Human Rights Commission or any other characteristic protected by law. APPLICANTS WITH DISABILITIES Minnesota state agencies make reasonable... 

Tennessee Staffing

Warehouse Associate (Temp-10 weeks) Job at Tennessee Staffing

 ...Kelly has openings for a 10-week assignment as a warehouse associate to support our client within the automotive parts industry. No experience required, hiring ASAP. Location: Lebanon, TN Pay: $17/hour Schedule: MondayFriday, 8:00 AM 5:00 PM Our client in... 

Crain Communications

Advertising Sales Executive - Ad Age Job at Crain Communications

Description At Ad Age , we don't just report on the advertising industry - we shape...  ...digital ops teams to deliver results. Manage the full sales cycle with transparency...  ...Datacenter. LinkedIn Instagram X Facebook @adage Environmental Demands...