" " XP Investments US, LLC Investment Associate in Miami, FL | Miami Herald Jobs

Investment Associate

XP Investments US, LLC   Miami, FL   Full-time     Finance
Posted on June 23, 2024

XP Investments US, LLC seeks Investment Associate in Miami, FL to assist w/ monitoring & managing of discretionary accnts portfolio & house-brand/proprietary funds. Req’mnts: Master’s or foreign equiv in Bus. Admin, Fin’ce, or rel. field & 4 yrs of progressively responsible exp in job offered or rel. occupation: anlyzg fin’l statements, understanding fin’l ratios, & evaluating investment opportunities; utilizing exp w/risk assessment & risk mgmt techniques w/in investment context; working w/statistical methods & tools to anlyz historical data, identify trends, & derive insights for portfolio recommendations; utilizing back-testing methodologies to eval performance of investment strategies using historical data; utilizing exp w/stress testing to assess how different economic scenarios could impact investment portfolios; interpreting economic indicators & assessing potential impact on investments; utilizing exp w/tax regulations & implications of different investment decisions w/in clients' jurisdictions; & conducting fin’l mrkt research to ID trends & adjust portfolios. FINRA Series 7 req’d. FINRA Series 3 req’d.  Pls email resume to mariana.guanabara@xpi.com.br. Ref: MC060624AD.