Investment Advisor & Financial Analyst

Role Description: 

The Investment Advisor & Financial Analyst is responsible for broadly supporting the investment processes for the Private Wealth Management business.  As an analyst you will be researching, analyzing, interpreting, and presenting data related to markets, operations, finance/accounting, economics, customers, and other information related to the market.

Key Position Responsibilities: 

Key liaison of the portfolio management team offering analytical support within the public market investments. 

Retrieve and deliver critical holdings reports to the portfolio management team and assist with monitoring/measuring/reporting portfolio valuation changes. 

Analyze and summarize corporate financial reports, quarterly and annual earnings reports, as well as creating research reports within a provided template framework. 

Support of the security trading function for the portfolio management team within all public market asset classes. This may include single and group trades for individual stocks, bonds, mutual funds, ETFs, and currencies.  

Maintain client portfolio management and performance reporting software and related system updates.  

Work with our custodians to provide client critical information as needed.  Must develop custodian platform competency and proficiency for cash and security movements, statement and tax information retrieval and other informational requirements. 

General support of the client relationship management function including a variety of printed communications and performance reporting. 

Provide SEC compliance support and assist as requested in compiling related compliance reports.   

Necessary Personal Attributes: 

Strategic thinker, passionate about the financial markets. 

Ability to analyze, finalize, and then execute within a decision-making framework. 

Intellectually curious, high energy, ambitious for personal and financial success. 

Adaptable, works well with a variety of personality types. 

Outstanding communication (written and verbal); exceptional interpersonal abilities, team player. 

Summary 

VBGA is a leading Florida based registered investment advisory firm offering asset management and advisory services to high-net-worth individuals and families, as well as related charitable and corporate entities. With AUM of over $300 million, the Firm has offices in Naples and Vero Beach and is registered with the U.S. Securities and Exchange Commission. Please visit our website at https://verobeachglobaladvisors.com/ for a more in depth look into the investment process and firm focus.  

Position Qualifications: 

Financial Advisors need a minimum of a bachelor’s degree in a related field, such as finance, accounting, economics, or business. A master’s degree in finance or business administration can demonstrate advanced industry knowledge. Though not required, the Certified Financial Planner (CFP) certification or Certified Financial Analyst (CFA) can demonstrate a candidate’s expertise in the processes and best practices of the role. Prior experience with either Bloomberg or FactSet a plus.

Series 65 Securities license & willingness to participate in the CFA Exam Program.

Skills:

-Computer literacy in MS Office (Excel and Word proficiency)  

-Prior experience with either Bloomberg or FactSet a plus 

Compensation:

-Competitive salary and performance bonus opportunity, coupled with employer provided healthcare, 401k plan, and paid vacation