Investment Advisory Analyst

VirtualVocations is seeking an Investment Advisory Analyst based in Lexington, KY. The role involves supporting investment counseling for global client portfolios, preparing asset allocation sheets, and researching investment products. Candidates should have 1-2 years of experience in investment consulting or wealth management, and a degree in finance or a related field. Advanced English is required; knowledge of Italian or French is a plus. Full-time position.
A company is looking for an Investment Advisory Analyst in Madrid.Key Responsibilities:Support investment counseling activities across global client portfoliosPrepare asset allocation balance sheets and investment communicationsResearch investment products and evaluate their suitabilityRequired Qualifications:1-2 years of experience in investment consulting, wealth management, or a related fieldUndergraduate or Master's degree in finance, economics, or a quantitative disciplineStrong understanding of asset allocation and investment planning conceptsAdvanced English required; Italian and/or French at C2 level is a strong plusInterest in or pursuit of CFA, CAIA, or CFP designations preferred