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Octogone Group · Miami, Florida
Octogone NA LLC is a multifamily office headquartered in Switzerland, with offices in Geneva, Panama, Dubai, the Bahamas, and Miami. Our Miami office opened in 2016 and is quickly growing. We manage high net worth individuals with broad investment strategies and goals, striving to create personalized investment portfolios based on each client's needs. We work with over 20 banks located around the world, giving our clients the flexibility to custody their accounts where they choose. www.octogone.chThis is an opportunity to join a fast-growing RIA with an international footprint — and be part of a team that moves fast, thinks deeply, and delivers with precision.?? What You'll Do:Execute trades for client accounts and liaise with counterparty banks for accurate, timely pricingSupport portfolio construction, asset allocation, and risk managementOwn data entry and portfolio consolidation with a high degree of precisionBuild and communicate investment theses across equities, fixed income, and ETFs — from macro drivers through to portfolio-level convictionAssist financial advisers in pitching new clients: investment proposals, portfolio presentations, and product overviewsConduct deep due diligence on hedge funds, private securities, and alternative investmentsWear many hats — this role touches research, client work, operations, and trading ?
Prior experience in financial services (trading, wealth/asset management, or similar)Genuine passion for markets with strong, well-reasoned views on macro and micro developmentsAbility to translate complex market dynamics into clear narratives for clients and investment committeesDetail-oriented and methodical — you don't rush at the expense of quality, but you keep paceStrong multitasker comfortable in a boutique firm environmentExcellent client-facing presence and interpersonal skills
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Details
| Company | Octogone Group |
| Location | Miami, Florida |
| Type | FULL TIME |
| Niche | 7 |