Portfolio Associate

Leeds Professional Resources

📍 Miami, Florida, US0💼 Full-time💰 110,000 – 120,000 USD/year🕐 5/26/2026

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Role overview

Leeds Professional Resources is hiring for the Portfolio Associate role in Miami, Florida, US. It is full-time, Mid-level level, in the Finance sector. The stated pay for this position is 110,000 – 120,000 USD/year. It was posted 5/26/2026.

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Role: Portfolio Associate
Company: Leeds Professional Resources
Location: Miami, Florida, US
Work mode: On-site
Employment: Full-time
Seniority: Mid-level
Sector: Finance
Salary: 110,000 – 120,000 USD/year
Posted: 5/26/2026

Description

Our client located in Miami is seeking a Portfolio Associate to join their team! This role requires fluency in English and Spanish and experience working with UHNW clients. Responsibilities • Manage day-to-day portfolio activities and establish working plan for each project phase • Executing or assisting with investment trades and rebalancing portfolios based on advisor instructions. • Generating performance reports and conducting research on market trends to support investment decisions. • Serving as a primary point of contact for client inquiries and preparing materials for client reviews. Required skills and qualifications • Bachelor's degree is required • CFA is a plus • Fluency in English and Spanish • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, etc

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