Relationship Manager

Relationship Manager (Miami, FL)

Analyze Latin American HNWIs’ portfolios to review risks, profitability and suitability and share recommendations regarding global securities and investment opportunities based on their needs and risk/return objectives. Leverage BTG Pactual’s expertise in the Colombian and Latin American markets to analyze and convey interpretations of macro-economic and political developments, market news, flows, and products in the region to prospects and clients. Execute unsolicited trades across different asset classes, including equities, derivatives, fixed income, and structured products. Perform financial and valuation analysis of specific companies, including construction of earnings and cash flow models and competitive profiles, to develop company prospects and stock prices. Participate in internal discussions about markets, financial events, and new products.

Requirements:

• Bachelor’s degree in economics, finance, business administration, or any engineering concentration and two years of experience in the financial industry.


• Knowledge of financial market products, including fixed Income, equities, derivatives, and alternative investments in the United States and Brazil.


• Proficiency in account opening processes with U.S. broker-dealers.


• Proficiency in structuring, opening, and maintaining offshore investment vehicles tailored to clients outside the United States.


• Employer will sponsor Series 7, 63, and 66 if not already licensed.

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