Investor - LATAM

Aufgaben

• Partnering with local investment specialists and relationship managers to deliver offshore investment solutions, and productivity solutions to 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 aligned with all US regulations, US wealth managers, and local markets to deliver cross-border advice. Propose rebalancing strategies aligned to global macroeconomic context, connect market trends to the client portfolio, and translate findings to actionable client recommendations.
• Develop structured client meeting narratives that begin with a macro investment analysis, transition to discussions of specific asset class exposure, 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 financial profile, and current macroeconomic environment, including the changing geopolitical, trade, and market dynamics of the region, and present these to wealth managers.
• Monitor positions to ensure client investment portfolio remains aligned with investment governance.
• Coordinate closely with the local specialist in technology-enabled global markets, to support investment opportunities, and technology-enabled value creation frameworks.

Anforderungen

• Bachelor's degree in Finance, Economics, Business Administration, Engineering, Data Analytics, or a related field.
• Minimum of 5 years of relevant experience in private banking, wealth management, investment advisory, asset management, investment advisory, asset management, or a related investment specialist role.
• Demonstrated experience advising Latin American clients, focusing on macro investment themes, competitive dynamics, and emerging wealth creation themes.

Wichtige Fähigkeiten und Kompetenzen

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

Bevorzugte Erfahrung

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