Wealth Management Analyst

hace 5 días

Guate, Guatemala Althum Advisors A tiempo completo $30,000 - $60,000 al año

Company Description

Althum Advisors is an independent multi-family office serving families across Latin America and the United States from its offices in Miami, Lima, Buenos Aires, and Guatemala. We specialize in offering wealth and succession planning, investment management advice, and family office operations tailored to the unique needs of global, multi-generational families. As fiduciaries, we operate with the highest standards of transparency, integrity, and discretion, prioritizing our clients' best interests without third-party commissions or product sales. Althum Advisors is committed to fostering enduring legacies rooted in trust, purpose, and client collaboration.

Role Description

This is a full-time, on-site role located in Guatemala City for a Wealth Management Analyst. The Wealth Management Analyst will support the team in performing financial analyses, preparing investment reports, and conducting research on global markets. Responsibilities include assisting in the supervision and advisory of client relationships, maintaining client portfolio reports, client account operations, market and asset class analysis, among others. The role also involves liaising with cross-functional teams to ensure seamless client service and high-quality outcomes.

Qualifications

  • Strong analytical skills, including financial modeling and data interpretation
  • Effective interpersonal skills to build and maintain client relationships
  • Excellent communication skills, both written and verbal
  • Knowledge of investments and financial markets
  • Understanding or experience in finance and wealth management services
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Ability to work collaboratively and adapt in a dynamic, fast-paced environment
  • Fluency in English and Spanish

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