Investment Advisory Analyst

Our client are a growing global investment management firm based across the US, Europe & Asia. At present they are looking for an Investment Advisory Analyst to join their team in Madrid , dedicated to helping clients build long-term wealth through thoughtful and unbiased financial guidance. This client-facing role focuses on investment counseling and portfolio construction, rather than sales. You'll be part of a collaborative, values-driven environment that emphasizes quality over quotas. Key Responsibilities: Support investment counseling activities across global client portfolios Prepare asset allocation balance sheets and investment communications Respond to client inquiries and assist in delivering personalized advice Research investment products and evaluate their suitability Help prepare performance reports, memos, newsletters, and web content Coordinate portfolio implementation with internal teams and external providers Liaise with third-party service providers including banks, asset managers, and tax advisors Experience Required: 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

Location: madrid-madrid, ES

Posted Date: 5/5/2025