Ascendo Resources · 1 day ago
Investment Associate
Miami-Dade County, FL
Full-time
Hybrid
Senior Level
5+ years expAscendo Resources is partnering with a prestigious firm in the private wealth management industry that is experiencing significant growth. They are seeking a dedicated professional to support high-net-worth families and institutions by overseeing trade pipelines and optimizing client service delivery.
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
Required
Bilingual abilities in English and Spanish are required for this role
5+ years of relevant experience within financial services is required
Must possess a deep understanding of investment products, specifically Equities, Fixed Income, and Alternative Investments
Bachelor's degree in Business, Finance, Accounting, or a related field is essential
Strong command of standard office software and presentation tools
Exceptional organizational skills with a keen attention to detail and discretion
Company
Ascendo Resources
Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Berger
Co-Founder of Healthcare Operations
Brandie Jimenez
Partner at Ascendo Resources
Recent News
2022-02-01
Company data provided by crunchbase