Investor (VP)

Job Details

International Investors offers global investment advisory services across various asset classes to high-net-worth and ultra-high-net-worth private banking clients on a non-discretionary basis. International Investors provides tactical and asset allocation investment ideas, utilizing a wide range of investment vehicles and instruments, based on client suitability and risk profile, while reflecting the views of Itaú Private Bank’s Global Investment Committee.

Duties & Responsibilities

• Conduct periodic portfolio reviews and presentations with clients; recommend strategic and tactical opportunities across asset classes, including listed equities, over-the-counter (OTC) fixed income, mutual funds, alternative investment vehicles, derivatives, non-deliverable forwards (NDFs), structured notes, co-investment structures, etc.
• Identify timely/time-sensitive investment opportunities to share with clients between meetings
• Actively participate in the process of generating investment ideas while interacting with other members of the investment team
• Work with product teams, portfolio solutions teams, and/or structuring teams to identify suitable investment vehicles
• Work closely with bankers and domestic investors to develop a seamless, global relationship with clients that encompasses both onshore and offshore investment accounts
• Assess customer suitability at the product and portfolio levels
• Register customer orders and execute them with counterparties on the trading platform
• Travel to Latin America 2–3 times a year to conduct in-person portfolio reviews with clients
• Compliance with the principles, laws, rules, and regulations related to anti-money laundering and bank secrecy, as well as Itaú’s relevant policies and procedures

Qualifications

• A degree in finance, economics, or a related field
• 7–10 years of experience in private banking or the financial services industry
• Fluent in Portuguese (Spanish is not required, but is considered a plus)
• An active Series 7 license is required
• Be a team player
• An MBA or CFA is preferred