Investment Products Specialist

Job Details

The Investment Products Specialist supports the development, development process, and lifecycle management of investment products tailored to high-net-worth and institutional clients. This role combines product expertise, market analysis, and internal collaboration to ensure the delivery of innovative, compliant, and client-focused investment offerings.

Focus areas of work

The most important tasks include:

• Support in the development and enhancement of investment products such as structured bonds, mutual funds, and customized solutions.
• Conducting market and competitive analyses to identify trends, gaps, and opportunities.
• Preparation of business plans, product documentation, and regulatory filings.

Portfolio and Risk Management

The most important tasks include:

• Collaborating with internal and external portfolio managers to support investment decisions.
• Monitoring asset allocation and supporting adjustments in accordance with clients’ investment policies.
• The first line of defense in risk management to ensure operational and regulatory compliance.

Collaboration with Stakeholders

The most important tasks include:

• Work closely with legal, compliance, risk, operations, and finance teams to support product delivery.
• Partner with relationship managers and client advisors to gather feedback and refine offerings.
• Representing the investment product function in governance forums and strategic planning meetings.

Compliance and Documentation

The most important tasks include:

• Ensuring compliance with BSNAML, AML, and banking secrecy laws.
• Maintaining accurate documentation and supporting audits and compliance reviews.

Qualifications

The most important requirements include:

• Degree in finance, economics, or a related field; MBA or CFA preferred.
• 5+ years of experience in the investment industry, preferably in product development or portfolio support.
• A strong understanding of capital markets, investment vehicles, and regulatory frameworks.
• Advanced interpersonal and influence management skills.
• Excellent analytical and communication skills.
• Fluency in English; Portuguese and/or Spanish preferred.