Investor - LATAM

Tasks

• Partnering with local investment specialists and relationship managers to provide offshore investment solutions and productivity solutions that enhance market intelligence, data analytics, and scalability, while ensuring appropriate client data management and security standards.
• Analyze client portfolios, asset allocation, concentration risk, and performance drivers, and use portfolio reviews that comply with all U.S. regulations, U.S. wealth managers, and local markets to provide cross-border advice. Propose rebalancing strategies aligned with the global macroeconomic context, link market trends to the client’s portfolio, and translate findings into actionable client recommendations.
• Develop structured client meeting scripts that begin with a macro investment analysis, move on to discussions of exposure to specific asset classes, and conclude with clear, actionable recommendations.
• Leverage AI-enabled tools, investment platforms, data and analytics, and productivity solutions to enhance market intelligence, data analytics, and scalability, while ensuring appropriate client data management and security standards.
• Prepare client investment recommendations, portfolio recommendations, and investment options based on the client's financial profile and the current macroeconomic environment—including the region's evolving geopolitical, trade, and market dynamics—and present these to wealth managers.
• Monitor positions to ensure that the client's investment portfolio remains aligned with investment governance.
• Work closely with the local specialist in technology-enabled global markets to support investment opportunities and technology-enabled value creation frameworks.

Requirements

• 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, wealth management, investment advisory, asset management, investment advisory, asset management, or a related investment specialist role.
• Proven experience advising Latin American clients, with a focus on macro investment themes, competitive dynamics, and emerging wealth creation themes.

Key Skills and Competencies

• Strategic thinking and sound investment judgment.
• Excellent written and verbal communication skills.
• A strong attention to detail, excellent time management skills, and the ability to work independently while collaborating with local specialists, relationship managers, and senior stakeholders.
• Cultural awareness and adaptability when working across cultures.

Preferred Experience

• Experience working in the high-net-worth market within a global or cross-border wealth management environment
• Languages: Spanish required; Portuguese is a plus.
• Certifications: CFA, CAIA, FRM, or CFP are strongly preferred.
• Familiarity with digital or technology-enabled platforms.