Latam and US Offshore Sales Associate
$100,000–$100,000 year
On-siteNew York, United States
Job Summary
Support the Latin America and US Offshore Sales team as an internal point person for institutional and intermediary clients, acquiring new investors across equities, fixed income, and private markets. Coordinate client events, road shows, and logistics while managing trip follow-ups and preparing business plans and sales channel reports. Develop deep product knowledge to communicate MSIM investment strategies and collaborate with internal departments on collateral creation and project execution. Maintain sales pipelines and meeting notes in Salesforce, supporting intermediary onboarding and due diligence coordination with control partners. Fluent in Spanish required; Fluency in Spanish required; Portuguese strongly preferred.
Required Qualifications
- 4 – 7+ years of sales experience of offshore asset management products with broker dealers, private banks and institutional investors in Latin America and the US non-resident client (NRC)
- Strong knowledge of financial markets, the asset management industry and offshore investment vehicles across equities, fixed income, and alternative investments
- Quantitative and financial analysis skills
- Excellent communication, presentation, and interpersonal skills
- Fluency in Spanish
- FINRA Series 7 and 63 required (or obtainable within a defined timeframe)
- Position requires work authorization in the US
Desired Qualifications
- CFA/CIMA
- Portuguese
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