Investor - LATAM

Job Details

The LATAM Investor position will be based in Miami and will serve as an investment advisor (Investor) for LATAM clients, working in close partnership with the local investment and client relationship teams in the client’s country (e.g., Uruguay, Chile, Paraguay, Colombia). The role requires a combination of global macroeconomic insight, multi-asset investment expertise, disciplined execution, commercial acumen, and the ability to translate investment views into clear, client-specific recommendations.

Tasks

- Partner with local investment specialists and relationship teams in Latin American countries to provide offshore investment advisory services from Miami, ensuring alignment between local client needs, cross-border restrictions, and global investment capabilities. - Analyze client portfolios, asset allocation, concentration risks, liquidity needs, performance characteristics, and suitability criteria to support investment recommendations and portfolio reviews in compliance with all U.S. regulations. - Develop structured client meeting narratives that begin with the global macroeconomic context, link market developments to asset-class behavior, assess the impact on the client’s portfolio, and translate conclusions into actionable recommendations. - Utilize artificial intelligence-powered tools, investment platforms, data analytics, and productivity solutions to enhance market research, client prioritization, portfolio support, investment screening, trend identification, execution discipline, and scalability, while ensuring appropriate human judgment, data confidentiality, and compliance standards. - Prepare clear investment recommendations, portfolio review materials, client presentations, and follow-up notes for clients, bankers, local specialists, internal committees, and senior stakeholders. - Monitor portfolio positions and investment terms, including maturities, cash balances, corporate actions, rating changes, capital calls, market risks, and opportunities for revaluation or client engagement. - Coordinate closely with the local specialist in Montevideo to ensure a seamless “one-team” client experience, clear division of responsibilities, timely execution, and consistent communication. - Analyze macroeconomic, political, regulatory, and industry-specific trends that influence investment opportunities in LATAM markets. - Support the implementation of investments and the execution of orders, including coordination with trading, operations, legal, tax, compliance, finance, product, and external advisory teams. - Contribute to regional strategy development by identifying market themes, competitive dynamics, emerging investment opportunities, and technology-driven value creation initiatives.

Requirements

- Bachelor's degree in finance, economics, business administration, engineering, data analysis, or a related field. - Series 7 license is required. - At least 5 years of relevant experience in private banking, wealth management, investment advisory, asset management, brokerage, portfolio management, investment banking, or a related investment specialist role serving HNW/UHNW clients. - Demonstrable experience