Senior Portfolio Advisor Latam

Workforcity

New York, New York, United States
Base: $170,000 - $300,000; bonus/equity: discretio...
Strong commercial awareness
Excellent communication skills
Advanced quantitative and qualitative analysis
The Senior Portfolio Advisor provides advanced judgment and conducts in-depth analysis to develop innovative investment solutions with significant impact on the business

Job Summary

  • The Senior Portfolio Advisor provides advanced judgment and conducts in-depth analysis to develop innovative investment solutions with significant impact on the business.
  • The role involves presenting and communicating global macroeconomic views to clients and internal teams across the Latin America region while collaborating with research analysts and product specialists.
  • Citi offers competitive compensation including salary, discretionary and formulaic incentive awards, as well as comprehensive employee benefits such as medical, dental, vision coverage, 401(k), insurance, and paid time off.

Matching Summary

The Senior Portfolio Advisor provides advanced judgment and conducts in-depth analysis to develop innovative investment solutions with significant impact on the business.

Salary

Base: $170,000 - $300,000; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental, vision, 401(k), insurance, wellness programs, paid time off

Skills & Requirements

Must-have

  • Strong commercial awareness
  • Excellent communication skills
  • Advanced quantitative and qualitative analysis
  • Ability to negotiate at senior level
  • Fluent Spanish speaking
  • Team and individual creative work

Nice-to-have

  • Strong presentation skills
  • Ability to work with global research analysts
  • Experience coordinating sales and research calls
  • Writing periodical regional view papers

Key Requirements

  • 15+ years of experience
  • Securities Industry Exams S7 & S66 (US Only)
  • Bachelor's degree required, Master's preferred
  • Full Spanish fluency
  • Strong quantitative skills

Work Rights

Must have US securities licenses and work authorization

Tailored Resume

Cover Letter