INVESTMENT ADVISORY

Larch Capital Partners Llc•Miami, FL

About The Position

Larch Capital Partners is an SEC-registered investment advisory firm focused on providing multi-family office services to ultra-high-net-worth individuals, primarily from Latin America. We are a collaborative organization with a collegial, creative, and highly dynamic work environment. We value high performance, teamwork, accountability, initiative, transparency, flexibility, independence, and the highest ethical standards. WE ARE LOOKING FOR: INVESTMENT ADVISORY MISSION The Senior Investment Advisor is responsible for conducting investment analysis, performing portfolio management tasks, executing transactions, and providing advice to Clients and Relationship Managers. Bringing innovative ideas, leveraging technology, and applying relevant experience are crucial aspects of this role. This role includes the following duties and responsibilities:

Requirements

Series 65 certification is required or must be obtained within 180 days of the start date.
College degree in Business, Finance, Economics, or other fields related to investments and portfolio management
Minimum of 5 years of successful professional experience in a similar role
Proven expertise in portfolio management and securities trading
Excellent interpersonal, communication, and presentation skills
Solid Microsoft Office capabilities, particularly Excel; proficiency in Bloomberg
Fluency in English and Portuguese; Spanish is a plus

Nice To Haves

Series 65, CFA, and CAIA certifications are a plus
Fluency in English and Portuguese; Spanish is a plus

Responsibilities

Developing quantitative frameworks for investment analysis
Conducting investment analysis of securities and other asset classes
Performing portfolio management tasks
Executing trades (bonds, equities, derivatives, structured products, foreign exchange) in compliance with all regulatory requirements
Developing and maintaining relationships with external brokers and counterparts
Maintaining pricing lists and securities databases
Monitoring investment recommendations to ensure timeliness and suitability
Preparing investment proposals for existing and prospective clients in collaboration with Relationship Managers
Providing technical advice on fixed income and equity securities, derivatives, structured notes, and foreign exchange to Relationship Managers and clients
Operating Addepar, the data aggregation and reporting system used for generating client statements and analytical reports
Bringing innovative ideas and technological capabilities to improve processes and develop value-added initiatives, including exposure to illiquid markets