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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Los Angeles, California

Salary: $300K - $380K

Miracle Mile Advisors is an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do.

Job Responsibilities

  • Produce detailed reports, presentations, and investment commentaries for clients and internal use.
  • Provide expert advice on asset allocation, portfolio construction, and risk management techniques.
  • Monitor and evaluate investment performance, making recommendations for adjustments as necessary.
  • Collaborate with portfolio managers, financial advisors, and other stakeholders to develop comprehensive investment solutions for clients.
  • Stay abreast of industry developments, economic trends, and regulatory changes that may impact investment strategies.
  • Conduct thorough market research and analysis to identify investment opportunities and trends across stock, bond, and alternative asset classes.

Role Prerequisites

  • Bachelor’s degree in finance, economics, or a related field. A master’s degree is preferred.
  • CFA (Chartered Financial Analyst) designation is required.
  • Minimum of 8 years of experience in investment management, preferably within a wealth management or asset management firm.

Competencies 

  • Strong knowledge of financial markets, investment vehicles, and portfolio management principles.
  • Exceptional communication and presentation skills, with the ability to effectively articulate investment concepts to clients and colleagues.
  • Strong attention to detail and the ability to manage multiple priorities effectively.
  • Advanced knowledge of the Microsoft Office suite of applications.
  • Proven expertise in developing investment strategies and delivering superior investment results.
  • Excellent analytical and quantitative skills, with the ability to interpret complex financial data.
  • Demonstrated ability to work collaboratively in a team environment.
  • Compliance-oriented mindset with a thorough understanding of regulatory requirements.

Other Relevant Information

  • This is a full-time position based in Los Angeles, CA.
  • This position will work primarily in the West Los Angeles office.
  • The position may require occasional travel to attend industry conferences.

If you are interested in applying, please submit your resume to ssmith@miraclemileadvisors.com. We look forward to hearing from you!