Private Bank, IM, Associate, LATAM

About the Role

• Position: Investment Manager (IM), Latin America Private Bank
• Corporate Title: Associate
• Location: Miami, FL

As an Investment Manager in the Private Bank, you will collaborate with investment specialists to provide tailored and strategic solutions to UHNW and family office clients and prospects, aligning with their objectives and needs. You will partner with Relationship Managers and work closely with Investment Management Heads to deliver the bank's investment platform. The primary focus will be on the generation, dissemination, and implementation/execution of investment transactions. Given the advisory nature of the role, the IM will ensure advice is provided in 'good faith' and in the best interests of the client, adhering to all regulatory and compliance requirements.

Key Responsibilities

• Emphasis on developing a Brazilian book of business, alongside other submarkets, and preparing strategies to protect, grow, and diversify client relationships.
• Identifying and managing interactions with an assigned group of existing clients from a select submarket.
• Arranging and leading client calls and meetings to deliver market views and suitable solutions.
• Collaborating on research, due diligence, and preparation of client-ready material.
• Ownership and accountability for the lifecycle of a client's investment, including alternative or discretionary solutions, and publicly traded market transactions.
• Serving as the point of contact for any investment-related issues requiring escalation.
• Collaborating with Operations, Middle Office, Supervisory, and Compliance to ensure best-in-class services that align with internal and industry regulations.

Requirements & Tech Stack

• Fluent in English, Spanish, and Portuguese.
• Bachelor's Degree required.
• Preferred experience in sales and trading, portfolio construction, and asset allocation.
• 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 (top-down) and a manager's view (bottom-up).
• Articulating why solutions are appropriate for a given investment objective and market environment.
• Proven ability to leverage AI tools to enhance productivity, optimize workflows, and solve business problems, while applying critical judgment for responsible and ethical use of data and AI outputs.

Qualifications

• CFA, MBA degree, or other advanced degree encouraged.
• Excellent communication skills, both written and spoken.
• Self-motivated.
• Self-starter.
• Collaboration.
• Ability to work in a small team and a fast-paced environment.

Employees hired into this role are expected to work in the Miami, FL office in accordance with the Bank’s hybrid working model.

The salary range for this position in Miami, FL is $90,000 to $110,000.

Posted salary ranges do not include incentive compensation or any other type of remuneration.