Private Wealth Analyst, Latin America

Role Overview

• Coordinate closely with International Client Solutions (ICS), Marketing, Operations, Legal, Compliance, and Global Portfolio Strategy & Solutions (GPSS) teams to support Latin America initiatives
• Support seamless fund onboarding, product launches, and distributor enablement through effective coordination across internal teams and third parties
• Support regulatory, compliance, and due diligence processes for Latin America Offshore distributors and investors
• Assist with the preparation of summaries, talking points, and internal briefing materials for senior team members and leadership
• Serve as a day-to-day point of contact for inbound distributor and investor requests
• Support sales reporting and trade reconciliation for offshore funds
• Assist with recurring sales reporting, analytics, and internal performance tracking across Latin America and US Offshore channels
• Maintain CRM systems for Latin America home office and advisor contacts
• Support broader CRM and Salesforce initiatives

Requirements

• 1–3 years of experience, preferably within an alternative/traditional asset manager, investment bank, or management consulting firm
• Bachelor’s degree with a strong academic record
• Fluency in Spanish required; Portuguese strongly preferred
• Interest in building a long‑term career within private markets and wealth distribution
• Series 7 and Series 63, preferred
• Strong proficiency in Microsoft Excel and PowerPoint; CRM experience preferred but not required

Benefits

• Blue Owl is proud to be an Equal Opportunity Employer