Position Title: Senior Analyist

Position Duties:

Monitoring and analyzing financial markets and investments with the objective of providing investment suggestions that may be used by Central Family Advisors for their clients. Using his/her experience in investments to produce reports and reviews for clients and prospects in Spanish and English. Informing investment advice/decisions by collecting and interpreting financial information. Assisting Central Family Advisors services to high net worth clients by attending client meetings and preparing and presenting both written and oral reports on general economic trends and specific client portfolios.

Minimum Requirements:

  • Education: Bachelor’s degree in Finance or Economics
  • Work experience: at least one year with a Wealth Management institution
  • Fluent in written and spoken Spanish and English

Location of Employment:

  • 655 Third Avenue, Suite 2900
    New York, NY 10017