What are the responsibilities and job description for the Investment Manager position at WCA Advisors LLC?
Company
We specialize in developing customized investment strategies that are tailored to each client’s individual needs and objectives. Our investment services aim is to maximize returns while minimizing risk.
Role Description
This is a full-time hybrid role for an Investment Manager based in Miami, FL, with the flexibility to work remotely part of the time. The Investment Manager will be responsible for building and managing client book of investment portfolios, developing and implementing investment strategies, conducting market research and analysis, and ensuring client financial goals are met. The role also includes monitoring market trends, evaluating financial data, and providing strategic recommendations that align with clients' objectives.
Qualifications
- Proficiency in Investment Management and a strong background in managing portfolios and investments
- Expertise in developing and implementing effective Investment Strategies
- Strong Analytical Skills and the ability to interpret and analyze financial data
- Deep understanding of Finance and related financial markets
- Excellent problem-solving, decision-making, and communication skills
- Bachelor's degree in Finance, Economics, Business Administration, or a related field; a Master's degree or relevant certifications (e.g., CFA) is a plus
- Proven experience in a similar role, preferably in the investment and wealth management industry