Investment Specialist [Multiple Positions Available]
About The Position
The Investment Specialist will lead comprehensive financial and wealth planning analyses for High Net Worth (HNW) and Ultra High Net Worth (UHNW) Latin American (LATAM) clients, ensuring their long-term investment goals and family wealth structures are met. This role requires fluency in Spanish to validate client objectives, prepare recommendations, and communicate complex investment strategies. The specialist will independently utilize advanced financial modeling and market analysis to tailor solutions, provide sophisticated advisory services on portfolio construction, and manage investment portfolios for HNW and UHNW Mexican clients. Key responsibilities include leveraging deep technical expertise in asset allocation across private equity, equities, fixed income, and derivatives, developing innovative investment strategies using global equity vehicles, and collaborating with Wealth Advisors, Lending Advisors, and Client Service teams to deliver integrated financial solutions. The position involves up to 25% international travel to Mexico to visit client sites.
Requirements
- Bachelor's degree in Financial Economics, Finance, Economics, Business, or related field of study.
- Three (3) years of experience in the job offered or as Investment Specialist, Investment Banking Associate/Analyst, or related occupation.
- Experience creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro.
- Experience running portfolio analysis and financial modeling using Microsoft Excel.
- Experience accessing economic news, financial market data/analytics, and price quotes using Thomson Reuters Eikon and Bloomberg Terminal.
- Experience comparing potential allocation strategies and generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis.
- Experience with Global Equities asset class products.
- Experience with Taxable and Emerging Markets Fixed Income asset class products.
- Experience with Mutual Funds and Liquid Alternatives asset class products.
- Experience with Structured Products (including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, Annual Review Notes, Credit Linked Notes, Reverse Convertibles, and Dual Directional Buffered Equity Notes) asset class products.
- Oral, auditory, and written fluency in the Spanish language.
- SIE license.
- Series 7 license.
- Series 63 license.
Responsibilities
- Lead comprehensive financial and wealth planning analyses to identify and address High Net Worth (HNW) and Ultra High Net Worth (UHNW) Latin American (LATAM) clients' unique objectives, ensuring alignment with their long-term investment goals and family wealth structures, while using the Spanish language to validate the clients' current investment objectives and to prepare recommendations for appropriate investment products.
- Independently utilize advanced financial modeling and market analysis to tailor solutions that meet LATAM clients' evolving needs, and provide sophisticated advisory services on portfolio construction and investment strategies, communicating these strategies to clients in Spanish.
- Spearhead the management and strategic development of investment portfolios for HNW and UHNW Mexican clients, leveraging deep technical expertise in asset allocation across private equity, equities, fixed income, and derivatives to optimize returns in alignment with clients' risk profiles.
- Use the Spanish language to cultivate strong client relationships, effectively articulating complex investment concepts in Spanish and fostering trust to guide clients in achieving their financial aspirations.
- Independently develop and implement innovative investment strategies, drawing on expertise in global equity vehicles such as ETFs, stocks, and mutual funds, to enhance portfolio diversification and performance.
- Collaborate with Wealth Advisors, Lending Advisors, and Client Service teams to deliver integrated financial solutions, ensuring a cohesive approach to client service and strategy execution.
- Travel up to 25% internationally to Mexico to visit various client sites.
Benefits
- Competitive total rewards package including base salary.
- Commission-based pay and/or discretionary incentive compensation (for eligible roles).
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
