Position Title: Senior Analyist
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.
Location of Employment: