INVESTMENT SPECIALIST LATAM

  • Competitive
  • Geneva, Geneve, Switzerland Geneva Geneve CH
  • Permanent, Full time
  • Lotus Partners
  • 08 Jun 18 2018-06-08

For one of our clients, an international bank based in Geneva

Job Description

  • Provide coverage and due diligence in the equity and fixed income markets so Professionals clients may utilize it in the asset allocation process
  • Complete technical and fundamental analysis
  • Generate investment opportunities
  • Support the sales force to ensure the maintenance of existing accounts as well as growth og new accounts
  • Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction
  • Execute trades in client accounts in accordance with client orders
  • Manage under appropriate supervision the selected portfolios of clients
  • Advise clients on specific and tactical solutions
  • Generate new business opportunities and promote the development of the Active Investment Services through marketing to sales force and clients
  • Understand client's investment situation, goals and objectives and work with Bankers to develop an investment plan
  • Present, defend and participate in the definition of the Investment Strategy through an active participation in different working groups
  • Contributes to the evaluation, control and minimization of risks within the Department activity
  • Reduce administrative problems improvements in the processes
  • Support the risk control process and established procedures/regulations

 

Profile required

  • Bachelor degree required, MBA preferred
  • Business Experience
  • 5-10 years of experience in Asset Management, Treasury, Capital Markets or related activity
  • CFA certification preferable but not required
  • Excellent communications and interpersonal skills
  • Analytical skills
  • Ability to detect and anticipate major market trends Creativity, with a sense of initiative Ability to work in a team based environment Software skills (excel, access, macros) and good knowledge of Bloomberg
  • Languages English and Spanish (Portuguese would be a plus)
  • Capable of performing analysis of markets, interpreting data based in formal knowledge and experience and disseminating information appropriately to internal and external customers
  • Able to adjust communication style based on customer
  • Capable of highly independent work and act as a self-starter in completing market analysis and identifying potential areas of opportunity
  • Trading capabilities
  • Good knowledge of the Latin American financial markets
  • Understanding of asset allocation and portfolio construction as it applies to ultra-high-net-worth clients

 

All files will be treated with utmost confidentiality