Leeds Professional Resources · 18 hours ago
Portfolio Analyst
Miami-FTL Area
Full-time
Onsite
Mid Level
$105K/yr - $130K/yr
3+ years expLeeds Professional Resources is seeking a Portfolio Analyst for their asset management group, aimed at aspiring professionals in investment and wealth advisory. The role involves practical involvement in daily portfolio handling, transaction processes, and account oversight, supporting senior managers in strategic planning and oversight.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Michael Soto
Responsibilities
Oversee the onboarding of new accounts by managing setup procedures, gathering necessary paperwork, and aligning internal processes
Handle transaction monitoring from start to finish, flagging potential problems early and addressing them promptly
Facilitate billing cycles by verifying approvals, checking fund availability, and arranging necessary fund movements
Support account updates and requests in collaboration with client support teams
Compile and oversee yearly summaries for clients, incorporating any required regional-specific details
Assist with cash flow oversight on a daily basis, working with support and administrative units to confirm readiness for investments, charges, and client transactions
Generate and submit trade directives along with required backups, under senior oversight, and liaise with administrative teams and external parties for implementation
Gather, sort, and archive account records from custodians and related sources
Act as a central organizer for administrative and functional projects in the asset team, linking with research, support, operations, and third-party collaborators
Review and correct inconsistencies in accounts, such as costs, fees, and custodial expenses, per agreed terms
Manage fund transfers, including document creation, processing with financial institutions or custodians, and verification of completion—this covers investment commitments
Address miscellaneous client needs, including scheduling and other on-demand support
Develop and verify operational directives for investments, guaranteeing thoroughness, correctness, and prompt authorization
Qualification
Required
Bachelor's degree in areas such as economics, business, accounting, finance, or similar
3-5 or more years in roles related to operations, financial advisory, client relations, or asset handling
Advanced skills in Microsoft Office tools, particularly Excel, for processing and examining complex data
Excellent abilities in prioritization, workflow handling, and relationship building
Enthusiasm for acquiring knowledge in asset strategies and oversight
Preferred
Preference for candidates fully proficient in English and Spanish, in both oral and written forms
Company
Leeds Professional Resources
Leeds Professional Resources provides staffing, consulting and human resource services to the financial sector.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase