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Investment Advisory Analyst
A company is looking for an Investment Advisory Analyst in Madrid. Key Responsibilities: Support investment counseling activities across global client portfolios Prepare asset allocation balance sheets and investment communications Research investment products and evaluate their suitability Required Qualifications: 1-2 years of experience in investment consulting, wealth management, or a related field Undergraduate or Master's degree in finance, economics, or a quantitative discipline Strong understanding of asset allocation and investment planning concepts Advanced English required; Italian and/or French at C2 level is a strong plus Interest in or pursuit of CFA, CAIA, or CFP designations preferred
A company is looking for an Investment Advisory Analyst in Madrid.
Key Responsibilities:
Support investment counseling activities across global client portfolios
Prepare asset allocation balance sheets and investment communications
Research investment products and evaluate their suitability
Required Qualifications:
1-2 years of experience in investment consulting, wealth management, or a related field
Undergraduate or Master's degree in finance, economics, or a quantitative discipline
Strong understanding of asset allocation and investment planning concepts
Advanced English required; Italian and/or French at C2 level is a strong plus
Interest in or pursuit of CFA, CAIA, or CFP designations preferred