Investment Product Specialist [Multiple Positions Available]
About The Position
Serve as the U.S. equity specialist for Latin America, acting as the subject matter expert on equity fund offerings within the Private Bank platform. Support client advisors and investors in delivering equity portfolio solutions, focusing on third-party mutual funds, ETFs, and internal discretionary strategies. Leverage global and regional equity strategy views to contextualize fund recommendations and guide equity allocation decisions. Collaborate with the equity investment strategy and due diligence teams to identify and promote high-conviction fund ideas. Maintain close coordination with trading and structuring desks to support more tailored client solutions. Prepare fund-related marketing and educational materials for internal and external use. Lead presentations on equity markets and investment opportunities for ultra-high-net-worth clients.
Requirements
- Bachelor's degree in Business Administration, Finance, Economics or related field of study plus 7 years (84 months) of experience in the job offered or as Investment Product Specialist, Equity Strategist, Cross Asset Analyst, Equity Strategy Analyst, or related occupation.
- Three (3) years of experience with the following: analyzing equity market trends to provide actionable investment recommendations to clients; identifying high-conviction fund ideas and constructing tailored equity fund solutions; communicating equity market views and fund strategy insights; preparing and presenting educational materials that synthesize market outlooks and investment opportunities for ultra-high-net-worth clients; advising on equity fund selection, portfolio positioning, and tactical allocation decisions across global equity markets; presenting investment cases and market outlooks.
Responsibilities
- Serve as the U.S. equity specialist for Latin America.
- Support client advisors and investors in delivering equity portfolio solutions.
- Leverage global and regional equity strategy views to contextualize fund recommendations and guide equity allocation decisions.
- Collaborate with the equity investment strategy and due diligence teams to identify and promote high-conviction fund ideas.
- Maintain close coordination with trading and structuring desks to support more tailored client solutions.
- Prepare fund-related marketing and educational materials for internal and external use.
- Lead presentations on equity markets and investment opportunities for ultra-high-net-worth clients.
Benefits
- competitive total rewards package including base salary determined based on the role, experience, skill set and location
- eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
- comprehensive health care coverage
- on-site health and wellness centers
- retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
