DESCRIPTION:
Duties: Conduct research and analysis on different scenarios, asset classes, and investment products in order to provide investment advice and solutions to high net worth individuals in Brazil. Develop investment policy statements, conduct investment reviews with clients, and provide advice on asset allocation and markets insights, using the Portuguese language to communicate with clients. Support sales efforts made by senior investors. Assist bankers to win new clients, and strengthen existing client relationships speaking clients’ native Portuguese. Assist with trade idea generation and execution across asset classes and lines of business (LOBs). This position requires up to 20% international travel to client sites and Brazilian JPMorgan offices.
QUALIFICATIONS:
Minimum education and experience required: Bachelor’s degree in Economics, Business, Finance, or related field of study plus 2 years of experience in the job offered or as AWM Program Associate - PC Investor, Banker/Investor/Financial Analyst, Consultant (Finance), or related occupation.
Skills Required: This position requires experience with the following skills: articulating financial planning strategies and investment solutions to current and prospective high net worth clients in Brazil; private banking services including investments, mortgages, loans and trust and estates; constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry; cross-border banking regulations and laws applied to financial planning; analyzing legal documents related to finance and estate planning in Brazil, in accordance with Brazilian laws and regulations; Know Your Customer (KYC) industry-wide practices; endowment and foundation clients and operations; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; identifying, researching, and monitoring prospective clients using Wealthmonitor, Pitchbook, Crunchbase, and Google Alerts; accessing economic news, financial market data/analytics, and price quotes using Thomson Reuters Eikon and Bloomberg Terminal; comparing potential allocation strategies and generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis; and VBA programming. This position requires experience with the following asset class products: Global Equities; Taxable and Emerging Markets Fixed Income; Private Equity; Venture Capital; Real Estate; Hedge Funds (including Macro, Long/Short Equity, Event-Driven, and Relative Value); Mutual Funds and Liquid Alternatives; Structured Products (including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, Annual Review Notes, Credit Linked Notes, Reverse Convertibles, and Dual Directional Buffered Equity Notes); Commodities; Foreign Exchange and Rates; and Derivatives (including Listed Options, Over-the-Counter, Credit Derivatives, Asset Swaps, Credit Spread Options and Bonds, Non-deliverable Forwards, Cross-Currency Swaps, and Interest Rate Swaps). This position requires oral, auditory, and written fluency in the Portuguese language.
Job Location: 390 Madison Avenue, New York, NY 10017. This position requires up to 20% international travel to client sites and Brazilian JPMorgan offices. Telecommuting permitted up to 20% of the week.
Full-Time. Salary: $150,000.00 - $160,000.00 per year.