Senior role responsible for designing, implementing & managing customized investment portfolios for high-net-worth (HNW) individuals, trusts, foundations & small institutions located in Latin America. Duties include:
Design and manage multi-asset class portfolios tailored to Latin American clients’ objectives, time horizons, risk tolerance, and liquidity needs. Utilize a blend of active and passive strategies while ensuring compliance with SEC and RIA regulatory standards, fiduciary duties under the Investment Advisers Act of 1940, and internal risk controls. (20%)
Conduct investment research integrating top-down macroeconomic and bottom-up fundamental approaches. Apply portfolio management tools such as Bloomberg, EViews, Python, and Excel to support decision-making and strategy development. (15%)
Prepare, review and present investment reports in Spanish for Latin American clients, including performance analysis, market outlooks, and portfolio diagnostics, ensuring adherence to regulatory requirements. (15%)
Coordinate, prepare, and speak at investment forums and roadshows across target client countries in Latin America in partnership with sales and relationship teams. (10%)
Partner with employer’s client relationship managers in the U.S. and Latin America to align portfolios and communicate firm-level global house views and investment guidelines. (15%)
Participate in global investment forums with regional heads of investments in Latin America and Spain, contributing original research, presenting asset class views, collaborating on global projects, and engaging in decision-making discussions. (15%)
Supervise and mentor one or more junior portfolio management professionals, supporting their development in investment processes, tools, and strategies. (10%)
Position is based at employer’s Miami office, with the ability to telecommute two days per week. Travel is required to Mexico, Peru, Colombia, Uruguay and Spain to visit clients, 20% of work time.
Education and Experience Requirements
Requires: Bachelor’s degree (or foreign equivalent) in Finance, Economics or Business Administration and 9 years of progressive post-baccalaureate experience in portfolio management or investment strategy, including:
9 years of experience in strategic asset allocation modeling, including building multi-asset class portfolios using risk/return optimization frameworks.
5 years of experience using Bloomberg Terminal to conduct fixed income & equity screening, yield analysis & macroeconomic data extraction.
5 years of experience using Excel to build multi-asset allocation models, return simulations, scenario & risk analysis using advanced formulas, pivot tables & VBA macros.
2 years of experience using optimizer tools.
3 years of experience in IPS development, creating investment policy statements and tailoring proposals for HNW and institutional clients.
4 years of experience in performing due diligence on and selecting global investment products, including ETFs and mutual funds.
2 years of experience in client relationship management including direct client interaction and advisory experience in a wealth management or institutional context.
Special Skills Requirements
The position requires at least one (or a combination, where noted) of the following financial licenses/certifications: Series 65; Series 7 together with Series 66; CFP; CIC; ChFC; PFS; or CFA. The position also requires written and oral Spanish fluency.
Travel Requirements
Travel is required to Mexico, Peru, Colombia, Uruguay and Spain to visit clients, 20% of work time.
Telecommuting/Remote Work is Permitted
Position is based at employer’s Miami office, with the ability to telecommute two days per week.
Please copy and paste your resume in the email body (do not send attachments, we cannot open them) and email it to candidates at placementservicesusa.com with reference #0014-0003 in the subject line.
Thank you.