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Ascendo Resources · 1 day ago

Senior Investment Associate

North Miami, FL

Full-time

Onsite

Senior Level

5+ years exp

Ascendo Resources is partnering with a prestigious firm in the private wealth management industry that is currently experiencing significant growth. They are seeking a Senior Investment Associate to support high-net-worth families and institutions by overseeing trade execution, collaborating with internal departments, and managing client communications.

Human ResourcesStaffing Agency

Hiring Manager

Daniel Longman, MSF

Responsibilities

Oversee the daily trade pipeline and coordinate with external partners to ensure seamless execution of transactions

Collaborate closely with internal departments, such as research and operations, to optimize workflow and client service delivery

Assist in the creation and implementation of customized investment plans tailored to specific client liquidity and capital requirements

Manage communication flows between clients and counterparties to ensure inquiries are resolved with precision and speed

Provide high-level support to leadership in maintaining superior service standards across the portfolio management function

Qualification

Investment ProductsFinancial Services ExperienceBachelor's DegreeOffice Software ProficiencyBilingual (English/Spanish)DiscretionOrganizational SkillsAttention to Detail