Investment Solutions Analyst

BBVA • Miami, FL

10d

About The Position

The role requires strong analytical skills, programming capabilities for data automation, bilingual communication (English/Spanish) and a deep understanding of financial markets. The candidate will support due diligence on investment managers, continuously review best-in-class products, contribute to structured notes analysis and ensure that product selection aligns with investment objectives, market trends and client suitability.

Requirements

• Bachelor’s or Master’s degree in Finance, Mathematics, Statistics, Economics, Computer Science, Engineering
• Minimum 3+ years related experience.
• Programming skills, particularly in Python, R, MATLAB, SQL or equivalent.
• Proficiency in data analysis tools and financial platforms (e.g., Bloomberg, FactSet, SQL, Morningstar).
• Knowledge of financial markets, investment strategies, Equities, Fixed Income, Structure notes, ETFs and Mutual funds..
• Strong communication and team work skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Bilingual ( English/Spanish)
• Series 65 or it’s equivalent; i.e. CFA Charterholder

Responsibilities

• Analyze and assess mutual funds, ETFs, fixed income, structured notes and other types of investment products to identify the most suitable investment solutions for clients.
• Conduct qualitative and quantitative research on investment managers and investment products, ensuring they meet internal standards and regulatory requirements.
• Prepare written due diligence summaries for internal committees.
• Continuously monitor and compare investment products to ensure BBVA GWA offers top-tier investment solutions.
• Assists in the review and comparison of structured notes across equity and fixed income underlying.
• Maintain and update product selection databases, ensuring accuracy and efficiency in decision-making.
• Develop and improve tools for product tracking, data analysis, and investment reporting using Python, R, MATLAB, SQL, or Bloomberg tools.
• Work closely with the Head of Investment Solutions, Chief Investment Officer, plus other areas as needed.
• Assess the risks and returns of investment products, ensuring they align with client suitability and investment strategies.

Benefits

• generous employee benefits package
• discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level