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Portfolio Manager/ Analyst

Employer
Vero Beach Global Advisors
Location
Vero Beach, Florida
Salary
Our firm offers 30% annual bonus, paid benefits, starting 3 weeks of PTO and partner opportunity.
Closing date
Mar 28, 2025

About Vero Beach Global Advisors 

 

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 $350 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.  

 

Role Description: 

The Level 1 Financial Analyst is responsible for broadly supporting the investment processes for the Private Wealth Management business.  

 

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.   

 

Maintain proxy voting records and research and prepare client class-action claims as necessary.   

 

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       

 

While an entry level position, the opportunity provides a staging point for additional educational, analytical, and professional development.  Additionally, this position provides direct visibility into a dynamic, fast paced, entrepreneurial business environment.  

 

Position Qualifications: 

 

Education:  BA/BS or equivalent, concentration in Finance preferred  

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 

 

 

Supporting Documents for Portfolio Manager/ Analyst

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