LaTeam Partners · 6 hours ago
Portfolio Manager -1394
South Miami, FL
Full-time
Onsite
Mid, Senior Level
5+ years expCV Advisors is an independently-owned Family Office and SEC Registered Investment Adviser based in Miami, FL, serving ultra-high-net-worth families and institutional clients. The Associate Portfolio Manager will support the Portfolio Manager in managing investment plans and client communications, ensuring exceptional service delivery.
AccountingContent MarketingProduct Design
Hiring Manager
Tatiana Villar
Responsibilities
Support the Portfolio Manager across all investment and client-focused activities to ensure outstanding service delivery
Assist in preparing investment plans and analytical materials for client portfolios aligned with liquidity needs and overarching strategies
Coordinate trade execution with the PM, Operations team, and external counterparties; monitor trade pipelines and follow-ups
Maintain ongoing communication with clients and counterparties, ensuring requests are handled efficiently and accurately
Partner internally with Client Services, Research, Operations, and other business units to support workflow efficiency and client satisfaction
Qualification
Required
Minimum of 5 years of experience in financial services (private banking, buy-side research/analysis, wealth management, client advisory support, or related functions)
Bachelor's degree in Finance, Business, Accounting, Economics, or related field required
Strong proficiency in Excel, PowerPoint, and Word
Exceptional organizational skills and attention to detail
Highly professional interpersonal and communication skills
Preferred
Bilingual proficiency in English and Spanish strongly preferred, both written and verbal
Benefits
Performance bonus structure.
Health, dental and vision insurance.
Corporate wellness program.
401(k) plan with 4% employer match.
Extensive training and professional development support.
Company
LaTeam Partners
LaTeam Partners provides accounting, product design, payroll specialists, graphic design, and bookkeeping.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
David Perlman
Co-Founder & CEO
Mikael Vaisman
Co-Founder
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