Investor - LATAM
HybridMiami, Florida, United States
Job Summary
Partner with local investment specialists and relationship teams in LATAM countries to deliver offshore investment advisory from Miami, ensuring alignment between local client needs, cross-border constraints, and global investment capabilities. Analyze client portfolios, asset allocation, concentration risks, liquidity needs, and suitability considerations to support recommendations aligned with US regulations. Develop structured meeting narratives connecting global macroeconomic context to actionable asset class recommendations. Leverage AI-enabled tools, investment platforms, and data analytics to enhance market research, client prioritization, portfolio monitoring, and execution discipline while maintaining compliance standards. Prepare clear investment recommendations, portfolio review materials, and follow-up notes for clients, bankers, and internal stakeholders. Monitor client portfolios and investment positions, including maturities, cash balances, corporate actions, and opportunities for rebalancing. Coordinate closely with the local specialist in Montevideo to ensure a seamless client experience. Contribute to regional strategy development by identifying market themes, competitive dynamics, and emerging investment opportunities. Ensure all investment activities comply with internal governance standards, regulatory requirements, and risk management frameworks.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, Engineering, Data Analytics, or a related field
- License Series 7
- Minimum of 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
- Demonstrated experience advising Latin American clients and connecting global market views with portfolio positioning, asset allocation, risk management, and client-specific investment recommendations
- Strong knowledge of global macroeconomics, geopolitics, monetary policy, interest rates, currencies, credit markets, equities, alternatives, and the relationship between macro scenarios and asset class performance
- Solid understanding of investment products including CDs, time deposits, mutual funds, equities, ETFs, bonds, structured notes, derivatives, FX, hedge funds, private equity, venture capital, and private credit
- Fluent English and native or fully fluent Spanish
- Solid understanding of regional market dynamics, cross-border considerations, regulatory boundaries, suitability, and client coverage requirements
Desired Qualifications
- Portuguese proficiency
- Relevant banking or financial licenses or certifications, such as CFA, CAIA, CFP, FRM, FINRA Series 63, or local market equivalents, as well as AI and Agentic AI certificates
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