Account Manager, Latin America


Account Manager, Latin America
Job ID #: 16507 Location: New York
Functional Area: Account Management - Client Servicing Department: CF-Inst-Latin Amer
Position Type: Full Time Education Required: Masters Degree
Experience Required: See below Relocation Provided: Yes

Position Description

We are seeking an Account Manager who will have a broad range of responsibilities that include monitoring portfolios and communicating strategies, providing information about performance attribution, market performance and macroeconomic conditions, outlining the firm’s current outlook and strategy, developing investment objectives, and educating clients about a broad set of investment strategies, products and services. Account managers specialize in the following areas:

         Business Development

Responsible for developing potential client relationships with institutional investors.

         Client Servicing

Responsible for fostering and strengthening existing client relationships with large institutional investors such as pension funds, endowments, foundations, and government entities.


Location: Position is ideally located in New York City but could also be located in Miami or Rio de Janeiro, Brazil.

Desired Candidates Should Possess the Following Characteristics

  • Outstanding analytical and mathematical abilities; capacity to blend the quantitative with the qualitative
  • Passion for financial markets, macroeconomics and investment strategy
  • Ability to articulate ideas/strategies clearly, both verbally and in writing
  • Personable, ability to develop client relationships into strategic partnerships
  • Ethical, collaborative, organized, flexible, high-energy, self-starter, accountable, humble

Position Requirements

  • 5-8 years of relevant experience with a focus on business development
  • Business development experience in Mexico and/or other Northern Latin America countries preferred
  • MBA degree with an emphasis in Finance and Economics or a related, quantitative/analytical field from an accredited, leading business school or university, or other equivalent Advanced Degree as it relates to the position
  • Chartered Financial Analyst (CFA) designation, or willingness to pursue immediately upon joining
  • Series 7, 63, 3, and other applicable licenses, or ability to obtain immediately upon joining
  • Fluent in English and Spanish. Fluency in Portuguese is preferred.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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Confirmed 21 hours ago. Posted 30+ days ago.

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