Job Responsibilities:
- Assist Sales representatives in developing strategies to increase Securities Services and PFC revenue opportunities in all countries covered by the team by conducting research, collecting data, and structuring business cases.
- Organize and maintain the internal database of information related to clients and prospects.
- Work with Latin American Institutional investors in need of Private Equity Fund services, Hedge Fund Services, Global Custody, Securities Lending, Prime Brokerage, Collateral Management, and Liquidity Solutions.
- Perform market research related to market players and competitors regarding a wide set of products, including Hedge Fund Services, Prime Brokerage, Private Equity Fund Services, and Custody Solutions.
- Create marketing materials, updates, requests for proposals (RFPs), or presentations for clients or internal use as needed, ensuring all materials meet brand and marketing standards.
- Work effectively with internal partners across product, service, and operations to deliver best-in-class service to our existing clients.
- Develop and maintain industry and market expertise to maximize the client's business strategy while partnering with banking, markets, and asset management coverage to identify opportunities.
Required Qualifications, Capabilities, and Skills:
- At least four years’ experience in sales and trading, investment management or similar client management roles.
- Must be fluent in written and spoken Spanish; Portuguese is a plus.
- Strong client-facing skills, able to interact at different levels of a client organization.
- Strategic, creative, and problem-solving skills, as well as solid written and verbal communication skills.
- Familiarity with financial markets and investment products, including traditional asset classes and alternative products.
- Strong quantitative and analytical skills, as well as proficiency in Excel and PowerPoint.
- Excellent time management, organizational, team-building, and planning skills.
- A degree in a relevant field (e.g., Finance, Business Management, Computer Science).
Preferred Qualifications, Capabilities, and Skills:
- FINRA 7 and 63 securities licenses are required. If not already licensed, the candidate will need to obtain the licenses before or soon after starting.