MAXIMAI Investment Partners · 1 week ago
Investment Analyst
Coral Gables, FL
Full-time
Onsite
Mid Level
3+ years expMAXIMAI Investment Partners is a boutique investment advisory firm located in Coral Gables, Florida, specializing in serving ultra-affluent clients. The Investment Analyst will support daily trade execution, conduct research and evaluation of investments, and assist in operational oversight while maintaining accurate investment data and preparing materials for the Investment Committee.
ConsultingFinancial Services
No H1B
Responsibilities
Support daily trade execution, processing, and settlement for client accounts across various custodians and platforms
Perform operational oversight for alternative investments and private market positions, collaborating with peers and external counterparties to ensure timely funding and reporting
Research and evaluate stocks, funds, alternative investments, and private markets to support manager due diligence and asset selection
Compile macroeconomic, market, and sector data for presentation and client materials
Maintain and update accurate investment data in CRM and portfolio management systems; ensure data integrity and completeness
As a member to the firm’s Investment Committee, prepare materials for quarterly meeting and responsible for taking the meeting minutes
Responsible for being knowledgeable in investment products used by our firm, proactively participate in calls and meetings with wholesalers, and investment professionals when appropriate
Provide general administrative support as a backup to the operations team when necessary
Qualification
Required
Minimum of 3 years of experience in wealth management (preferably some experience in a RIA)
Spanish speaking required
Bachelor's degree in Finance, Economics, Business, or related field
Must be authorized to work in the United States
Series 65 required within 3 months of hire
Strong quantitative, analytical, and problem-solving skills
Advanced proficiency in Excel
Strong communication and presentation skills
High integrity, discretion with confidential information, and professional demeanor
Eagerness to learn and grow within a high-performing boutique wealth management firm
Preferred
Addepar performance reporting experience a plus
Familiarity with Bloomberg, Morningstar, or similar tools preferred
Company
MAXIMAI Investment Partners
MAXIMAI Investment Partners is a boutique investment advisory firm for ultra-high-net-worth individuals, entrepreneurs, and families.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Elizabeth (Lisa) van Walleghem
CEO & Founder
Jim Butler
Co-Founder
Company data provided by crunchbase