Investment Advisor [Multiple Positions Available]

JPMorganChase•Miami, FL

7h•Onsite

About The Position

This role involves conducting comprehensive financial and wealth planning analyses for Ultra High Net Worth (UHNW) Brazilian clients. The position requires performing advanced economic and market analysis, utilizing financial modeling and asset valuation to inform investment decisions. The advisor will use Portuguese to communicate with clients, validate objectives, and prepare tailored recommendations for investment products, ensuring regulatory compliance. Responsibilities include market analysis to meet evolving client needs, providing sophisticated advisory services on asset allocation, portfolio construction, tactical trading, rebalancing, and hedging. The role also involves monitoring portfolios through risk analysis and performance tracking, generating trade ideas, and executing solutions across various asset classes and financial instruments. The advisor will review Portuguese language materials, conduct meetings with clients and counterparties in Portuguese, advise on macroeconomic impacts, develop investment policy statements, and deliver presentations in Portuguese. Additionally, the role serves as an interface between clients and various bank departments to coordinate holistic financial solutions for Brazilian clients in both onshore and offshore markets. This position requires up to 20% travel, primarily to New York and Brazil.

Requirements

Bachelor's degree in Business Administration, Finance, Economics, Mathematics, Statistics, or related field of study.
Four (4) years of experience in the job offered or as Investment Advisor, Investment Specialist, Banker Advisor, or related occupation.
Four (4) years of experience providing wealth management, private banking, or investment advisory services to Ultra High Net Worth (UHNW) clients whose liquid net worth exceeds $15 million USD.
Four (4) years of experience allocating financial assets and constructing portfolios across equities, fixed income, structured products, derivatives, hedge funds, private equity, real estate, venture capital, commodities, and liquid alternatives.
Four (4) years of experience analyzing Brazilian financial markets including Brazilian equities, fixed income, debentures, local hedge funds, and onshore investment vehicles.
Four (4) years of experience reviewing Brazilian financial regulations governing cross-border investments including Brazilian Law 4131, Brazilian tax regulations, fiduciary structures, succession planning for UHNW families, US Dodd-Frank Act, and Commodity Futures Trading Commission rules governing derivatives and swaps.
Four (4) years of experience structuring and executing derivative transactions using structured products.
Four (4) years of experience applying quantitative and statistical modeling methods for investment analysis and projections including Monte Carlo simulation, probabilistic modeling, probability distributions, correlation and covariance analysis, and multi-period projection techniques.
Four (4) years of experience conducting analysis using cross-currency instruments including foreign exchange forwards, cross-currency swaps in Brazilian Reals currency, currency-linked structured products, and total return swaps involving Brazilian equities.
Four (4) years of experience reviewing KYC and AML compliance in US and Brazilian frameworks.
Four (4) years of experience conducting analysis in Microsoft Excel including VBA programming for financial modeling.
Oral, auditory, and written fluency in the Portuguese language.
FINRA Series 7 license.
FINRA SIE license.

Responsibilities

Conduct comprehensive financial and wealth planning analyses to identify and address Ultra High Net Worth (UHNW) Brazilian clients' unique objectives.
Perform advanced economic and market analysis, utilizing advanced financial modeling and asset valuation concepts to inform investment decisions.
Use the Portuguese language to validate the clients' current investment objectives and to prepare tailored recommendations for appropriate investment products that ensure regulatory compliance.
Perform market analysis to tailor solutions that meet Brazilian clients' evolving needs, and provide sophisticated advisory services to UHNW Brazilian clients on asset allocation strategies, portfolio construction, tactical trading shifts, rebalancing, and hedging to optimize returns while managing risk, communicating these strategies to clients in Portuguese.
Interpret Brazilian market practices and regulatory considerations that are communicated in Portuguese to ensure compliant and appropriate structuring and portfolio allocation.
Monitor portfolios through risk analysis, performance tracking, and asset allocation reviews, and generate trade ideas based on reviewing market analysis against clients' objectives.
Execute solutions encompassing Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, Equities, Options, Derivatives, and Swaps.
Provide cross-asset class execution including equities, fixed income, derivatives, and alternatives based on market conditions and global trends.
Review and synthesize Portuguese language materials including financial statements, operational reports, and legal/regulatory guidance relevant to client portfolios and cross border products.
Conduct and participate in meetings, calls, and negotiations with Brazilian UHNW clients and counterparties where Portuguese is the primary or exclusive business language, ensuring accurate communication in Portuguese on investment strategy, risk, and suitability.
Advise clients on how global macroeconomic developments affect their portfolios.
Develop investment policy statements in Portuguese and provide strategic allocation advice aligned with evolving client objectives.
Deliver presentations in Portuguese on market views, investment strategy, and portfolio reviews.
Serve as an interface between clients and bank areas including credit, mortgage, investment, and wealth advisory teams, coordinating holistic financial solutions for Brazilian clients in both onshore and offshore markets.