Lafite Capital LLC,

Miami , FL

Investment Analyst

Lafite Capital LLC,
Miami, FL Full-time
Posted on February 10, 2019

Investment Analyst in Miami, FL.

Duties include: Bring new client business & identify group/individual target investors; networking & building relationships with existing customers; develop proprietary financial models; tracking & analysis of relevant economic data; discuss investment recommendations with senior management; discuss with clients financial needs & prepare asset allocation strategies; review & communicate portfolio performance; perform/evaluate research; present investment information; stay abreast of relevant investment markets; monitor regulatory or tax law changes to ensure fund compliance or capitalize on development opportunities.

Requires: Bachelor's Degree in Finance, Accounting or Business Administration. Foreign equivalent accepted. Must have 5 years of experience in the job offered or as an Asset Manager. Must have Chartered Financial Analyst (CFA) designation. Must have active Series 7 & 65 securities licenses. 


Mail resume to Lafite Capital LLC, Attention: Roland Gerbauld, 801 Brickell Ave., Ste.1610, Miami, FL 33131