Private Bank, IM, AVP, LATAM

As an Investment Manager, Latin America within the Private Bank, you will collaborate with fellow investment specialists to provide tailored and strategic solutions to UHNW and family office clients and prospects in line with their objectives and needs.

Requirements

• Fluent in English, Spanish and Portuguese
• Bachelor's Degree required; CFA, MBA degree or other advanced degree encouraged
• Preferred experience in sales and trading, portfolio construction and asset allocation, with an understanding of UHNW and family office investor dynamics
• Experience managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
• Fluent in delivering a capital market outlook from both an investment strategist’s view (i.e., top down) and a manager’s view (i.e., bottom up) and articulating why solutions are appropriate for a given investment objective and market environment

Benefits

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefit, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs