About this role

Gather, analyze, and discuss market trends and data with colleagues and clients
Analyze portfolio characteristics in the context of broader investment themes
Evaluate risk reports, perform attribution research, and conduct scenario analysis
Create customized client reports and respond to ad-hoc inquiries
Draft internal presentations and prepare client-servicing materials
Provide product information and sales support to Latin American financial advisors
Identify new business development opportunities and drive marketing/sales campaigns

Bachelor’s Degree required
A minimum 3.2 overall GPA
0-2 years of experience, preferably in the financial services industry
Proficiency in both English and Spanish
Completion of Series 7 and 63 within the first six (6) months of employment
Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
Demonstrated proficiency in Microsoft Word and Excel
Exceptional analytical and problem-solving skills
Outstanding relationship building skills
Strong written and verbal communication skills

Account Analyst – Latin America

Key skills