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Wealth Management – Global Investment Opportunities – Investment Specialist, Latin America – ED – NY

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

The Global Investment Opportunities (GIO) Group which sits under the Institutional Wealth Management umbrella seeks to provide sophisticated investors with opportunistic, absolute return investment ideas by facilitating institutional level execution across asset classes through a team based approach. The team is fifty-five members with wide-ranging expertise and experience across markets, asset classes and geographies. The Integrated team structure provides multiple points of contact for seamless coverage from direct investments, to in depth derivative transaction advisory. The group has dedicated credit officers to offer customized borrowing solutions and real time solution turnaround. In addition there is an integrated investment strategy team along with desk analysts committed to disseminating the firm’s best ideas for opportunistic investors. With offices in NY, London, Singapore, and Hong Kong, this international presence provides global perspective with local market insight and access to extensive research, as well as the ability to provide local execution in all major markets across the globe.

Primary Function:
As part of our team of specialists, the Investor is responsible for helping the Banker win new clients and deepen existing client relationships through sound investment advisory. This role will encompass coverage of the LatAm region, with a specific focus on the Andean region.
Tasks will include:
  • Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
  • Provide clients with institutional service, advice, and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions
  • Analyze, construct and manage investment portfolios, advising clients on asset allocation, tactical trading, portfolio rebalancing and hedging strategies.
  • Develop investment policy statements and advise on asset allocation
  • Build excellent working relationships with internal clients
  • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
  • Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors
  • Provide guidance to junior staff
  • Expertise across asset classes, including: currencies and commodities; fixed income; equity; derivatives; and emerging markets.
  • Institutional capital markets coverage experience with an emphasis on absolute return focused client.
  • Conducts operations within FINRA and other regulatory agency guidelines and requirements
  • Ability to work in a team based environment
Position Requirements:
  • Seven plus years’ experience in institutional capital markets sales and trading.
  • Advanced knowledge of derivatives
  • Fluent in Spanish, both oral and written. Portuguese is an additional plus.
  • Licenses 7, 66 required for position
  • Bachelor’s degree required; MBA or CFA preferred
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Eltas EnterPrises Inc.
3978 Windgrove Crossing
Suite 200A
Suwanee, Georgia
30024, USA
contact@eltasjobs.com

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