Duties: Serve as the U.S. equity specialist for Latin America, acting as the subject matter expert on equity fund offerings within the Private Bank platform. Support client advisors and investors in delivering equity portfolio solutions, focusing on third-party mutual funds, ETFs, and internal discretionary strategies. Leverage global and regional equity strategy views to contextualize fund recommendations and guide equity allocation decisions. Collaborate with the equity investment strategy and due diligence teams to identify and promote high-conviction fund ideas. Maintain close coordination with trading and structuring desks to support more tailored client solutions. Prepare fund-related marketing and educational materials for internal and external use. Lead presentations on equity markets and investment opportunities for ultra-high-net-worth clients.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Finance, Economics or related field of study plus 7 years (84 months) of experience in the job offered or as Investment Product Specialist, Equity Strategist, Cross Asset Analyst, Equity Strategy Analyst, or related occupation.
Skills Required: This position requires three (3) years of experience with the following: analyzing equity market trends to provide actionable investment recommendations to clients; identifying high-conviction fund ideas and constructing tailored equity fund solutions; communicating equity market views and fund strategy insights; preparing and presenting educational materials that synthesize market outlooks and investment opportunities for ultra-high-net-worth clients; advising on equity fund selection, portfolio positioning, and tactical allocation decisions across global equity markets; presenting investment cases and market outlooks.
Job Location: 270 Park Ave, New York, NY 10017.
Full-Time. Salary: $188,000 - $285,000 per year.