Investor - LATAM

Job Details

• Job Category: VP 1
• Requisition Number: INVE5002007
• Posted: July 3, 2026
• Full-Time
• Hybrid
• Florida

Description

• The LATAM Investor will be based in Miami and will serve as the in-house investment advisor (Investor) for LATAM clients, working in close collaboration with the local investment and relationship teams in the client’s country of origin (e.g., Uruguay, Chile, Peru, Paraguay, Colombia). The role requires combining global macro skills, geopolitical expertise, disciplined execution, commercial acumen, and an understanding of the global macroeconomic context with a deep understanding of Latin American business dynamics, regulatory environments, and global macro trends.

Key Responsibilities

• Partner with local investment specialists and relationship teams to provide offshore investment advisory services from Miami, ensuring alignment between local investment teams and Latin American global macro trends related to cross-border constraints, global macro themes, liquidity needs, performance drivers, and global macro trends.
• Analyze client portfolios, asset allocation, concentration risks, liquidity needs, performance drivers, and scalability. Develop structured narratives for client meetings that begin with global macro market developments as they relate to the client’s portfolio, evaluate the impact of changes, capital calls, market risks, and opportunities on the client’s portfolio, and translate conclusions into actionable recommendations for clients.
• Use AI-enabled tools, investment platforms, data analytics, and productivity solutions to improve market screening for clients, bankers, local specialists, internal committees, and new stakeholders.
• Leverage AI-enabled tools, investment platforms, data analytics, and productivity solutions to improve market screening for clients, bankers, local specialists, internal committees, client presentations, follow-up notes, and discussions with senior shareholders.
• Monitor client portfolios and investment positions, including restructuring initiatives, new materials, client presentations, follow-up notes, and discussions with senior shareholders.
• Work closely with the local specialist in Montevideo to ensure a seamless “one team” client experience, clear communication guidelines, client reporting on mergers, ratings, and follow-ups, as well as AI and regulatory requirements.
• Support investment implementation and order execution processes, including collaboration with market operations, legal, tax, compliance, finance, product, and client operations.
• Contribute to regional strategy development by identifying investment opportunities, competitive dynamics, emerging investment themes, and technology-enabled value creation frameworks.
• Ensure that all investment activities comply with internal governance, regulatory requirements, and risk management frameworks.

Required Qualifications

• Bachelor's degree in finance, economics, business administration, engineering, data analytics, or a related field.
• At least 5 years of relevant experience in private banking, investment advisory, asset management, brokerage, portfolio management, investment advisory, or a related investment specialist role.
• Proven experience advising Latin American clients and identifying global market trends through portfolio screening to enhance specific investment recommendations.
• Strong knowledge of global macroeconomics, geopolitics, monetary and fiscal policy, interest rates, currencies, credit markets, equities, alternative investments, and the relationship between markets, macroeconomic scenarios, and asset class performance.
• A solid understanding of investment products, including CDs, bonds, fixed-income securities, mutual funds, equities, ETFs, structured notes, private credit, venture capital, real estate, and products for sophisticated investors.
• Fluency in English and native or near-native proficiency in Spanish is preferred; proficiency in Portuguese is preferred.
• Relevant banking or financial licenses or certifications, such as AJ, CIIA, CAIF, CFP, CFA, FRM, FINRA Series 63, or local equivalents, are a plus depending on regulatory requirements.

Key Skills and Competencies

• Strategic thinking and sound investment judgment.
• Excellent written and verbal communication skills, with the ability to translate complex macroeconomic and portfolio concepts into clear, structured, client-ready recommendations.
• Commercial acumen and emotional control to interact with sophisticated clients, handle objections, negotiate, and maintain discipline, while upholding execution discipline, investment standards, data confidentiality, and compliance standards.
• Ability to work independently while collaborating effectively across teams and influencing stakeholders and