Investment Advisory

Benefits

• 401(k)
• Bonus based on performance
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

• Developing quantitative frameworks for investment analysis
• Conducting investment analysis of securities and other asset classes
• Performing portfolio management tasks
• Executing trades (bonds, equities, derivatives, structured products, foreign exchange) in compliance with all regulatory requirements
• Developing and maintaining relationships with external brokers and counterparts
• Maintaining pricing lists and securities databases
• Monitoring investment recommendations to ensure timeliness and suitability
• Preparing investment proposals for existing and prospective clients in collaboration with Relationship Managers
• Providing technical advice on fixed income and equity securities, derivatives, structured notes, and foreign exchange to Relationship Managers and clients
• Operating Addepar, the data aggregation and reporting system used for generating client statements and analytical reports
• Bringing innovative ideas and technological capabilities to improve processes and develop value-added initiatives, including exposure to illiquid markets

• Series 65 certification is required or must be obtained within 180 days of the start date.

• College degree in Business, Finance, Economics, or other fields related to investments and portfolio management
• Series 65, CFA, and CAIA certifications are a plus
• Minimum of 5 years of successful professional experience in a similar role
• Proven expertise in portfolio management and securities trading
• Excellent interpersonal, communication, and presentation skills
• Solid Microsoft Office capabilities, particularly Excel; proficiency in Bloomberg
• Fluency in English and Portuguese;
  Spanish is a plus