Robo-Advisory Analyst

Vintti is a staffing agency dedicated to boosting the economic efficiency of US companies. We provide access to a diverse range of skilled Latin American professionals, allowing businesses to build robust teams without the traditional high costs associated with domestic hiring. Our model supports companies in maximizing their resources, driving innovation, and achieving sustainable growth.

A Robo-Advisory Analyst plays a critical role in the modern investment landscape by leveraging automated, algorithm-driven financial planning services. They are responsible for designing, managing, and optimizing robo-advisory platforms that provide clients with personalized investment advice and portfolio management through sophisticated algorithms. This role involves continuous market analysis, financial modeling, and the integration of AI technologies to ensure accurate, efficient, and reliable financial recommendations. The Robo-Advisory Analyst aims to enhance user experience while maintaining robust compliance with financial regulations.

- Bachelor's degree in Finance, Economics, Computer Science, or a related field.
- Proven experience in financial analysis and market research.
- Strong understanding of investment strategies and portfolio management.
- Proficiency in programming languages such as Python, R, or MATLAB.
- Experience with algorithmic trading and back-testing methodologies.
- Knowledge of financial regulations and compliance standards.
- Strong analytical and quantitative skills.
- Familiarity with robo-advisory platforms and FinTech innovations.
- Excellent communication and presentation skills.
- Ability to collaborate effectively with cross-functional teams.
- Strong problem-solving and critical-thinking abilities.
- Attention to detail and accuracy in data analysis.
- Experience with data visualization tools such as Tableau or Power BI.
- Understanding of risk assessment and management.
- Ability to provide technical support and training to clients.
- Strong customer service skills and experience in client-facing roles.
- Capability to monitor and optimize automated trading systems.
- Familiarity with machine learning algorithms and data analytics.
- Ability to work independently and manage multiple projects simultaneously.
- Strong organizational skills and ability to prioritize tasks effectively.

- Analyze financial data and market trends.
- Develop algorithm-based portfolio recommendations.
- Monitor automated trading systems and adjust parameters.
- Conduct back-testing of investment strategies.
- Create and update client-facing reports and presentations.
- Perform risk assessments and ensure regulatory compliance.
- Collaborate with software developers to enhance platforms.
- Provide technical support and training for clients.
- Research and integrate new financial products.
- Address and resolve client inquiries with customer service.
- Review customer portfolios and suggest rebalancing strategies.
- Collect and analyze client feedback for service improvement.
- Stay updated on FinTech and robo-advisory developments.
- Optimize investment algorithms for better performance.
- Enhance user experience on the advisory platform.
- Prepare documentation and reports on system performance.
- Participate in team meetings for project discussions.
- Communicate with compliance team for regulatory adherence.
- Test new features before client deployment.
- Generate insights from data analytics and machine learning models.

The ideal candidate for the role of Robo-Advisory Analyst will possess a strong educational background with a Bachelor's degree in Finance, Economics, Computer Science, or a related field, coupled with proven experience in financial analysis and market research. This individual will have a deep understanding of investment strategies and portfolio management, along with proficiency in programming languages such as Python, R, or MATLAB to develop and back-test algorithms effectively. The candidate will demonstrate strong analytical and quantitative skills, paired with a meticulous attention to detail and accuracy in data analysis. They will stay abreast of financial regulations and compliance standards, ensuring adherence while performing risk assessments. Familiarity with robo-advisory platforms and a keen interest in FinTech innovations will be crucial, alongside expertise in data visualization tools like Tableau or Power BI. The ideal candidate will exhibit exceptional communication and presentation abilities, and a proactive, problem-solving approach. They will work efficiently both independently and within cross-functional teams, demonstrating superior organizational skills and the ability to manage multiple projects simultaneously. Customer service excellence, technical support proficiency, and a flair for enhancing user experience on advisory platforms will set them apart, as will their capacity to collect and act on client feedback, optimizing system performance. With a commitment to integrity, ethical standards, and continuous improvement, this candidate will thrive in a fast-paced, dynamic environment, driving results and innovation in the robo-advisory field.

- Analyze financial data and market trends to inform investment strategies.
- Develop algorithm-based portfolio recommendations for clients.
- Monitor the performance of automated trading systems and adjust parameters as needed.
- Conduct back-testing of strategies to validate their effectiveness.
- Assist in creating and updating client-facing reports and presentations.
- Perform risk assessments and ensure compliance with regulatory requirements.
- Collaborate with software developers to enhance robo-advisory platforms.
- Provide technical support and training for clients using the robo-advisory system.
- Research and integrate new financial products into the advisory platform.
- Liaise with the customer service team to address and resolve client inquiries.
- Conduct regular reviews of customer portfolios and suggest rebalancing strategies.
- Collect and analyze client feedback to improve the robo-advisory service.
- Stay updated on the latest developments in financial technology (FinTech) and robo-advisory services.
- Optimize investment algorithms to achieve better performance metrics.
- Identify opportunities for enhancing the user experience on the advisory platform.
- Prepare detailed documentation and reports on system performance and client outcomes.
- Participate in team meetings to discuss project progress and brainstorm new ideas.
- Maintain close communication with the compliance team to ensure adherence to financial regulations.
- Test new features and updates before they are deployed to the client-facing platform.
- Generate insights and recommendations based on data analytics and machine learning models.

- Analytical mindset with exceptional problem-solving skills
- Strong quantitative abilities and keen attention to detail
- Proactive attitude and eagerness to learn
- Effective communicator, both verbally and in writing
- Collaborative team player with the ability to work independently
- High level of integrity and adherence to ethical standards
- Customer-focused with a passion for providing excellent client service
- Adaptable and comfortable with a fast-paced, dynamic environment
- Innovative thinker with a continuous improvement mindset
- Strong organizational and time management skills
- Detail-oriented with a focus on accuracy and quality
- Ability to manage and prioritize multiple tasks and projects simultaneously
- Technologically savvy with a strong understanding of FinTech trends
- Results-driven with a commitment to achieving high performance
- Ability to handle confidential information with discretion
- Resilient and able to handle feedback constructively
- Self-motivated with a drive to meet or exceed objectives and goals
- Strategic thinker with the ability to make data-driven decisions

- Competitive salary range based on experience and qualifications
- Comprehensive health, dental, and vision insurance plans
- Employee wellness programs and initiatives
- Generous paid time off (PTO) and holidays
- Flexible work hours and remote work options
- Retirement savings plan with company match
- Professional development and training opportunities
- Tuition reimbursement for further education
- Performance-based bonuses and incentives
- Access to industry conferences and networking events
- Employee stock purchase plan
- Paid parental leave and family support programs
- Company-sponsored social and team-building activities
- Access to cutting-edge financial technology tools and platforms
- Collaborative and inclusive work environment
- Employee assistance program (EAP) for personal well-being
- On-site fitness center or gym membership reimbursement
- Opportunity for career advancement and growth within the organization
- Recognition and rewards for significant achievements and contributions
- Discounted financial services and products for employees