Who we are:

At Zuud LLC, we strive to unite US-based Registered Investment Advisors (RIAs) in search of talent with a pool of ready-to-work recent graduates from top-tier Argentine Universities.

Who our clients are looking for:

An energetic analyst who will join an East Coast-based firm to help implement investment recommendations, create prospective client proposals, and assist with the operational aspects of managing client accounts. The Analyst will work alongside a Financial Advisor and other firm members to offer support in various ways. Our client's dynamic culture creates a hands-on training opportunity for highly motivated self-starters interested in the wealth management industry.

Duties and Responsibilities:

1. Client Account Administration: Quarterly/Ad Hoc portfolio reporting.
2. Investment Portfolio Implementation:
3. Work with the Advisor to create custom portfolios that adhere to the firm’s guidelines.
4. Portfolio Rebalance Recommendations:
5. Monitor client portfolios and propose changes as appropriate.
6. Client Relationship Management: Work with the Advisor to maintain and develop client relationships.
7. Prospective Client Proposals: Work with the Advisor to create presentations for prospective clients.
8. Data Management: Assist with the maintenance of investment performance and other data.
9. Operations: Assist with upper management in day-to-day operations of the firm, such as billing, sorting documents, prepping client investment documents, etc.

Desired Skills and Experience:

1. Undergraduate degree from an accredited college in Finance or a related field with strong academic credentials.
2. Recent graduate.
3. Experience in the financial sector is a plus.
4. Focus on Wealth Management as a career.
5. Strong written, verbal, and presentation skills, including the ability to simplify difficult financial concepts to educate a less experienced audience.
6. Proficiency in Excel.
7. Detail-oriented, self-starter, takes initiative.
8. Team player, collaborative, able to work with others.
9. Accurate, organized, and able to set priorities.
10. Of the highest integrity.
11. Maintain a “Client-first attitude.”
12. Desire and ability to grow in a small company environment.