30 jul
|
EuroAmerican Financial Advisors
|
Madrid
30 jul
EuroAmerican Financial Advisors
Madrid
EuroAmerican Financial Advisors is an independent cross-border wealth management firm specializing in advising U.S. expatriates and internationally mobile families across Europe. We provide discretionary portfolio management and comprehensive financial planning with a strong emphasis on investment research, disciplined portfolio construction, and exceptional client service.
We are seeking a highly motivated Portfolio Manager to join our growing investment team.
Key Responsibilities
Conduct fundamental investment research on general equities, fixed income, ETFs, and alternative investments.
Develop investment recommendations supported by quantitative and qualitative analysis.
Monitor portfolios and implement rebalancing, tax-efficient trading, and risk management strategies.
Prepare investment committee materials, market commentary, and portfolio reviews.
Monitor macroeconomic developments, earnings releases, and market trends.
Assist with portfolio construction and ongoing optimization.
Support the firm’s investment process through continuous research and idea generation.
Qualifications Required
5–10 years of portfolio management, investment research, or asset management experience.
Fluent English (written and spoken).
Experience trading and managing portfolios through
Interactive Brokers (IBKR) .
Strong understanding of equities, fixed income, ETFs, portfolio construction, and risk management.
Excellent analytical, quantitative, and communication skills.
High attention to detail and ability to work independently.
Preferred
CFA Charterholder or CFA candidate.
MBA or Master’s degree in Finance, Economics, or a related field.
Experience serving international or high-net-worth clients.
Knowledge of global capital markets and cross-border investing.
What We Offer
Opportunity to help build and shape a growing international investment management firm.
Exposure to global markets and sophisticated cross-border investment strategies.
Collaborative, entrepreneurial work environment.Collaborative... should close not Competitive compensation based on experience and qualifications.
Professional development and long-term career growth.
If you are passionate about investing, enjoy conducting deep research, and thrive in a dynamic international environment, we would love to hear from you.
Apply with your CV and a brief cover letter outlining your investment philosophy and relevant experience.
📌 Portfolio Manager (Madrid)
🏢 EuroAmerican Financial Advisors
📍 Madrid